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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 56-6037687 | Bank Trustee | $34,966 |
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 | $29,801 | $46,745-36.2% | $60,547-50.8% | $52,331-43.1% |
| Participation rate | 82.7% | 58.6%+24.1pp | 68.0%+14.7pp | 68.1%+14.6pp |
| Annual return | -0.35% | 0.61%-1.0pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,205 | $1,259-4.3% | $2,419-50.2% | $1,882-36.0% |
| Participant deferral / active EE | $1,128 | $2,145-47.4% | $3,328-66.1% | $3,022-62.7% |
| Admin fee / account holder | $224 | $537-58.3% | $4,536-95.1% | $592-62.2% |