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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $54,279 |
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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 | $793,067-100.0% | $793,067-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | 13.31% | 3.18%+10.1pp | 10.21%+3.1pp | 259.17%-245.9pp |
| Employer contribution / active EE | $42,308 | $54,473-22.3% | $40,687+4.0% | $41,471+2.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |