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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,115 |
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 | $40,781 | $62,267-34.5% | $110,241-63.0% | $55,725-26.8% |
| Participation rate | 80.1% | 78.1%+2.0pp | 79.8%+0.3pp | 70.9%+9.3pp |
| Annual return | -3.30% | -1.07%-2.2pp | 314.75%-318.0pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,367 | $1,941-29.6% | $3,827-64.3% | $2,078-34.2% |
| Participant deferral / active EE | $2,998 | $3,516-14.7% | $4,672-35.8% | $3,356-10.6% |
| Admin fee / account holder | $266 | $121+119.9% | $8,548-96.9% | $115+130.9% |