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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 56-6288528 | Recordkeeping | $266,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,043 | $117,928-17.7% | $78,002+24.4% | $65,292+48.6% |
| Participation rate | 92.4% | 85.6%+6.9pp | 75.5%+16.9pp | 72.4%+20.0pp |
| Annual return | 8.24% | 11.37%-3.1pp | 425.99%-417.7pp | 11.84%-3.6pp |
| Employer contribution / active EE | $2,443 | $3,999-38.9% | $2,470-1.1% | $2,302+6.1% |
| Participant deferral / active EE | $4,692 | $5,945-21.1% | $3,497+34.2% | $3,579+31.1% |
| Admin fee / account holder | $48 | $66-26.9% | $5,481-99.1% | $57-15.7% |