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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $278,332 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,664 | $75,289-43.3% | $54,726-22.0% | $75,289-43.3% |
| Participation rate | 94.3% | 72.4%+21.9pp | 79.1%+15.2pp | 72.4%+21.9pp |
| Annual return | -5.47% | -0.04%-5.4pp | -4.56%-0.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,807 | $2,405-24.9% | $3,449-47.6% | $2,405-24.9% |
| Participant deferral / active EE | $3,135 | $3,739-16.2% | $3,953-20.7% | $3,739-16.2% |
| Admin fee / account holder | $78 | $102-23.6% | $3,818-98.0% | $102-23.6% |