| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 52-2251296 | Bank Trustee | $58,069 |
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 | $161,695 | $127,218+27.1% | $392,568-58.8% | $77,775+107.9% |
| Participation rate | 99.7% | 82.0%+17.7pp | 78.1%+21.6pp | 73.2%+26.5pp |
| Annual return | 19.46% | 25.27%-5.8pp | 24.42%-5.0pp | 32.58%-13.1pp |
| Employer contribution / active EE | $12,024 | $3,064+292.5% | $3,783+217.8% | $2,504+380.2% |
| Participant deferral / active EE | $0 | $4,820-100.0% | $5,985-100.0% | $3,966-100.0% |
| Admin fee / account holder | $29 | $89-67.2% | $6,260-99.5% | $100-70.8% |