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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $13,117 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $22,177-100.0% | $148,425-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 35.1%-35.1pp | 14.6%-14.6pp |
| Annual return | 8.77% | 1.79%+7.0pp | 38.14%-29.4pp | 10.56%-1.8pp |
| Employer contribution / active EE | $12,000 | $8,760+37.0% | $34,245-65.0% | $13,643-12.0% |
| Participant deferral / active EE | $0 | $223-100.0% | $185-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,131-100.0% | $10,234-100.0% | $3,354-100.0% |