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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-4008324 | Actuarial | $61,105 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $11,403 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.59% | -2.53%+3.1pp | -61.72%+62.3pp | -0.69%+1.3pp |
| Employer contribution / active EE | $0 | $37,001-100.0% | $47,703-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |