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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 21 3801 KENNETT PIKE, SUITE B-200 · GREENVILLE, DE 19807 | Bank Trustee | $16,902 |
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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 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -3.32% | -1.67%-1.6pp | -1.08%-2.2pp | -2.16%-1.2pp |
| Employer contribution / active EE | $8,618 | $44,358-80.6% | $35,779-75.9% | $42,949-79.9% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |