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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 13-5531178 | Bank Trustee | $10,399 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,640 | $66,302-67.4% | $110,243-80.4% | $56,289-61.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 10.77% | -1.18%+11.9pp | 314.76%-304.0pp | -9.96%+20.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $55 | $698-92.1% | $8,548-99.4% | $521-89.4% |