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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $121,605 |
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 | $21,400 | $53,911-60.3% | $130,660-83.6% | $77,775-72.5% |
| Participation rate | 97.8% | 60.2%+37.6pp | 71.7%+26.0pp | 73.2%+24.6pp |
| Annual return | 23.72% | 21.93%+1.8pp | 1709.29%-1685.6pp | 32.58%-8.9pp |
| Employer contribution / active EE | $1,548 | $1,826-15.2% | $4,092-62.2% | $2,504-38.2% |
| Participant deferral / active EE | $2,772 | $2,288+21.1% | $3,603-23.1% | $3,966-30.1% |
| Admin fee / account holder | $78 | $129-39.1% | $5,463-98.6% | $100-21.7% |