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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $16,465 |
Filed as: VOYA INVESTEMENT MANAGEMENT CO LLC Service code 27 · EIN 58-2361003 | Advisory (Plan) | $16,426 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $8,038 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 12.24% | 134.79%-122.6pp | 36.37%-24.1pp | 18.35%-6.1pp |
| Employer contribution / active EE | $9,216 | $12,114-23.9% | $37,223-75.2% | $14,669-37.2% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |