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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $231,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,761 | $90,288-26.1% | $67,221-0.7% | $90,288-26.1% |
| Participation rate | 96.8% | 73.4%+23.4pp | 79.4%+17.4pp | 73.4%+23.4pp |
| Annual return | 20.49% | 53.97%-33.5pp | 20.72%-0.2pp | 53.97%-33.5pp |
| Employer contribution / active EE | $1,919 | $2,524-24.0% | $3,723-48.5% | $2,524-24.0% |
| Participant deferral / active EE | $3,301 | $4,232-22.0% | $4,384-24.7% | $4,232-22.0% |
| Admin fee / account holder | $69 | $114-39.2% | $5,844-98.8% | $114-39.2% |