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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 21 · EIN 43-0895447 | Bank Trustee | $30,360 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,381 | $46,173-79.7% | $170,435-94.5% | $69,631-86.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 11.34% | 21.62%-10.3pp | 205.94%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $765 | $1,610-52.5% | $5,432-85.9% | $2,032-62.4% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $54 | $116-53.7% | $13,881-99.6% | $110-51.4% |