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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 56-6288528 | Recordkeeping | $190,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,445 | $2,226,388-95.3% | $91,004+15.9% | $177,276-40.5% |
| Participation rate | 91.6% | 85.1%+6.5pp | 75.6%+16.0pp | 74.8%+16.8pp |
| Annual return | 19.39% | 20.16%-0.8pp | 4.60%+14.8pp | 21.25%-1.9pp |
| Employer contribution / active EE | $2,462 | $4,139-40.5% | $2,456+0.3% | $2,479-0.7% |
| Participant deferral / active EE | $4,731 | $6,423-26.3% | $3,548+33.4% | $3,881+21.9% |
| Admin fee / account holder | $24 | $1,921-98.8% | $5,417-99.6% | $154-84.4% |