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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 12.32% | 9.54%+2.8pp | 8.31%+4.0pp | 18.35%-6.0pp |
| Employer contribution / active EE | $3,714 | $16,612-77.6% | $21,002-82.3% | $14,669-74.7% |
| Participant deferral / active EE | $0 | $348-100.0% | $224-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |