| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 52-2251296 | Bank Trustee | $10,707 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,908 | $65,820+129.3% | $108,745+38.8% | $57,661+161.7% |
| Participation rate | 97.4% | 72.7%+24.7pp | 77.7%+19.8pp | 70.2%+27.2pp |
| Annual return | 4.12% | 21.32%-17.2pp | 46.22%-42.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $10,671 | $2,285+367.0% | $3,323+221.1% | $1,974+440.6% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $14 | $91-84.6% | $6,144-99.8% | $95-85.2% |