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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 20 · EIN 41-6257133 | Trustee (individual) | $70,137 |
Filed as: MERRILL LYNCH Service code 20 · EIN 13-3180817 | Trustee (individual) | $12,109 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,089 | $71,802-58.1% | $133,975-77.5% | $57,658-47.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 11.24% | 13.51%-2.3pp | 29.29%-18.1pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1,543 | $3,161-51.2% | $5,211-70.4% | $1,974-21.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $79 | $88-9.5% | $9,324-99.1% | $95-16.1% |