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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,998 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,485 | $80,005+58.1% | $140,019-9.7% | $55,727+127.0% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.5pp |
| Annual return | -6.23% | 0.46%-6.7pp | 651.19%-657.4pp | 244.94%-251.2pp |
| Employer contribution / active EE | $13,303 | $3,403+291.0% | $5,605+137.3% | $2,078+540.1% |
| Participant deferral / active EE | $13,608 | $5,264+158.5% | $6,927+96.5% | $3,356+305.5% |
| Admin fee / account holder | $2 | $116-98.2% | $10,705-100.0% | $115-98.2% |