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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,189 |
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 | $18,115 | $52,149-65.3% | $122,354-85.2% | $77,958-76.8% |
| Participation rate | 96.8% | 58.6%+38.3pp | 71.6%+25.2pp | 71.6%+25.2pp |
| Annual return | 20.55% | 17.75%+2.8pp | 30.28%-9.7pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,310 | $1,750-25.1% | $4,051-67.7% | $2,310-43.3% |
| Participant deferral / active EE | $2,327 | $2,114+10.1% | $3,287-29.2% | $3,537-34.2% |
| Admin fee / account holder | $60 | $93-35.8% | $5,479-98.9% | $97-38.5% |