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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,622 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -13.86% | -41.91%+28.1pp | -38.85%+25.0pp | -14.65%+0.8pp |
| Employer contribution / active EE | $0 | $40,098-100.0% | $37,755-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |