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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $69,126 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1545819 | Securities brokerage commissions and ... | $1,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,089 | $93,223-18.4% | $185,835-59.1% | $93,223-18.4% |
| Participation rate | 37.2% | 74.9%-37.7pp | 78.0%-40.9pp | 74.9%-37.7pp |
| Annual return | 16.43% | 19.29%-2.9pp | 35.96%-19.5pp | 19.29%-2.9pp |
| Employer contribution / active EE | $797 | $2,680-70.2% | $4,087-80.5% | $2,680-70.2% |
| Participant deferral / active EE | $1,696 | $4,563-62.8% | $5,633-69.9% | $4,563-62.8% |
| Admin fee / account holder | $27 | $79-65.6% | $9,502-99.7% | $79-65.6% |