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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 13-5531178 | Bank Trustee | $12,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,259 | $57,108-54.0% | $94,229-72.1% | $52,331-49.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -7.79% | 1.47%-9.3pp | 10.68%-18.5pp | 4.54%-12.3pp |
| Employer contribution / active EE | $1,170 | $1,735-32.6% | $3,587-67.4% | $1,882-37.8% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $55 | $546-89.9% | $6,269-99.1% | $592-90.6% |