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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $7,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 11.38% | 13.07%-1.7pp | 11.12%+0.3pp | 13.95%-2.6pp |
| Employer contribution / active EE | $7,387 | $15,406-52.0% | $22,651-67.4% | $16,598-55.5% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |