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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,127 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,087 | $43,453-69.9% | $109,313-88.0% | $63,975-79.5% |
| Participation rate | 98.0% | 59.3%+38.7pp | 71.3%+26.7pp | 71.1%+26.8pp |
| Annual return | 9.80% | 9.85%-0.1pp | 22.07%-12.3pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,248 | $1,799-30.6% | $3,892-67.9% | $2,182-42.8% |
| Participant deferral / active EE | $2,133 | $2,093+1.9% | $3,166-32.6% | $3,356-36.5% |
| Admin fee / account holder | $52 | $79-34.4% | $5,666-99.1% | $70-26.5% |