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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,321 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,673 | $70,917+122.3% | $98,920+59.4% | $73,497+114.5% |
| Participation rate | 94.4% | 73.8%+20.5pp | 76.0%+18.3pp | 70.7%+23.7pp |
| Annual return | 8.54% | 34.18%-25.6pp | 196.47%-187.9pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,584 | $2,037-22.3% | $2,689-41.1% | $2,270-30.2% |
| Participant deferral / active EE | $8,715 | $3,501+148.9% | $4,245+105.3% | $3,740+133.0% |
| Admin fee / account holder | $298 | $535-44.4% | $6,643-95.5% | $513-42.0% |