| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 52-2251296 | Bank Trustee | $28,087 |
Participant contribution per participant 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 | $148,297 | $117,734+26.0% | $115,752+28.1% | $77,958+90.2% |
| Participation rate | 99.4% | 82.0%+17.3pp | 77.8%+21.6pp | 71.6%+27.7pp |
| Annual return | 29.57% | 17.65%+11.9pp | 19.41%+10.2pp | 20.87%+8.7pp |
| Employer contribution / active EE | $10,358 | $2,736+278.6% | $3,492+196.6% | $2,310+348.3% |
| Participant deferral / active EE | $0 | $4,435-100.0% | $5,204-100.0% | $3,537-100.0% |
| Admin fee / account holder | $18 | $75-75.9% | $6,278-99.7% | $97-81.5% |