| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 52-2251296 | Bank Trustee | $42,063 |
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 | $150,524 | $118,101+27.5% | $106,387+41.5% | $75,289+99.9% |
| Participation rate | 99.5% | 81.4%+18.1pp | 77.5%+22.0pp | 72.4%+27.1pp |
| Annual return | 25.44% | -2.42%+27.9pp | 0.25%+25.2pp | -0.04%+25.5pp |
| Employer contribution / active EE | $11,459 | $2,880+297.9% | $3,520+225.6% | $2,405+376.5% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $5,421-100.0% | $3,739-100.0% |
| Admin fee / account holder | $23 | $85-72.8% | $7,510-99.7% | $102-77.6% |