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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $16,841 |
Filed as: VOYA INVESTMENT MANAGEMENT CO LLC Service code 27 · EIN 58-2361003 | Advisory (Plan) | $12,783 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $8,165 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -7.11% | -10.02%+2.9pp | -4.80%-2.3pp | -5.25%-1.9pp |
| Employer contribution / active EE | $4,457 | $10,293-56.7% | $30,897-85.6% | $15,161-70.6% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |