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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 21 · EIN 43-0895447 | Bank Trustee | $40,188 |
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 | $9,372 | $46,332-79.8% | $143,799-93.5% | $64,819-85.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -11.82% | -10.05%-1.8pp | -0.04%-11.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $749 | $1,911-60.8% | $4,952-84.9% | $2,507-70.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $66 | $154-56.8% | $14,677-99.5% | $188-64.6% |