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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,391 |
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 | $109,520 | $123,793-11.5% | $177,848-38.4% | $79,856+37.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.87% | 22.82%-16.9pp | 48.33%-42.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $7,850 | $4,095+91.7% | $5,919+32.6% | $2,471+217.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $183 | $7,243-97.5% | $12,431-98.5% | $5,306-96.6% |