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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 19 · EIN 34-1542819 ONE N. JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Securities Custodian | $0 |
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.
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 | $12,638 | $76,367-83.5% | $93,614-86.5% | $72,983-82.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 15.48% | 25.82%-10.3pp | 32.76%-17.3pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $123 | $6,838-98.2% | $7,889-98.4% | $5,124-97.6% |