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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO AND COMPANY Service code 10 · EIN 94-1347393 | Accounting | $70,788 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $29,580 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -0.83% | -1.29%+0.5pp | -2.79%+2.0pp | 2.81%-3.6pp |
| Employer contribution / active EE | $2,338 | $11,225-79.2% | $39,327-94.1% | $16,358-85.7% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |