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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 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 6.69% | 8.66%-2.0pp | 36.37%-29.7pp | 11.84%-5.1pp |
| Employer contribution / active EE | $4,544 | $10,755-57.7% | $37,223-87.8% | $17,339-73.8% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |