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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $60,382 |
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $46,471 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,045-100.0% | $146,045-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 12.5%-12.5pp | 43.0%-43.0pp |
| Annual return | 15.32% | 9.49%+5.8pp | 9.55%+5.8pp | 259.14%-243.8pp |
| Employer contribution / active EE | $0 | $42,563-100.0% | $39,797-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |