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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 | Recordkeeping | $47,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $421,797-100.0% | $339,002-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.8%-55.8pp |
| Annual return | 0.50% | 13.48%-13.0pp | 12.78%-12.3pp | 24.44%-23.9pp |
| Employer contribution / active EE | $0 | $49,647-100.0% | $44,816-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,013-100.0% |