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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual); Investment mana... | $297,613 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,250 | $130,052-52.1% | $86,698-28.2% | $77,906-20.1% |
| Participation rate | 79.5% | 85.9%-6.4pp | 76.6%+3.0pp | 73.7%+5.9pp |
| Annual return | -14.15% | -12.73%-1.4pp | 35.95%-50.1pp | 12.16%-26.3pp |
| Employer contribution / active EE | $1,877 | $3,214-41.6% | $2,837-33.8% | $2,846-34.0% |
| Participant deferral / active EE | $4,011 | $5,741-30.1% | $4,656-13.9% | $4,805-16.5% |
| Admin fee / account holder | $206 | $132+56.2% | $7,493-97.3% | $133+55.4% |