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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $102,041 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,966 |
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 | $27,327 | $53,932-49.3% | $134,162-79.6% | $90,274-69.7% |
| Participation rate | 97.6% | 60.4%+37.3pp | 72.2%+25.5pp | 73.4%+24.3pp |
| Annual return | 14.39% | 23.16%-8.8pp | 36.35%-22.0pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,409 | $1,611-12.5% | $3,705-62.0% | $2,523-44.2% |
| Participant deferral / active EE | $2,638 | $2,432+8.5% | $3,500-24.6% | $4,231-37.6% |
| Admin fee / account holder | $82 | $104-20.4% | $6,685-98.8% | $114-27.8% |