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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 21 · EIN 43-0895447 | Bank Trustee | $32,800 |
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 | $10,153 | $62,928-83.9% | $172,752-94.1% | $67,579-85.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 5.71% | 30.36%-24.7pp | 802.97%-797.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $743 | $1,636-54.6% | $5,144-85.6% | $2,148-65.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $61 | $167-63.3% | $13,955-99.6% | $142-57.1% |