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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,892 | $81,208-81.7% | $98,920-84.9% | $79,852-81.4% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 69.6%+29.3pp |
| Annual return | 8.19% | 60.99%-52.8pp | 196.47%-188.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $4,471 | $1,960+128.2% | $2,689+66.3% | $2,471+80.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $116 | $6,013-98.1% | $6,643-98.3% | $5,306-97.8% |