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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 20 · EIN 41-6257133 | Trustee (individual) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,537 | $81,537-58.9% | $149,716-77.6% | $69,631-51.8% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 14.05% | 22.79%-8.7pp | 1501.67%-1487.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,548 | $3,239-52.2% | $5,444-71.6% | $2,032-23.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $67 | $107-37.0% | $11,282-99.4% | $110-39.1% |