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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,247 | $109,359-7.4% | $162,185-37.6% | $72,976+38.7% |
| Participation rate | 98.6% | 84.3%+14.3pp | 87.6%+11.0pp | 69.5%+29.1pp |
| Annual return | 5.60% | 25.46%-19.9pp | 115.61%-110.0pp | 81.02%-75.4pp |
| Employer contribution / active EE | $7,268 | $3,907+86.0% | $5,613+29.5% | $2,440+197.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $56 | $7,972-99.3% | $10,844-99.5% | $5,124-98.9% |