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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $15,846 |
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 | $16,244 | $36,916-56.0% | $156,551-89.6% | $57,658-71.8% |
| Participation rate | 92.9% | 63.4%+29.5pp | 84.0%+8.9pp | 70.2%+22.7pp |
| Annual return | 4.09% | 12.38%-8.3pp | 32.23%-28.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $1,077 | $1,571-31.4% | $5,501-80.4% | $1,974-45.4% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $41 | $82-50.9% | $13,028-99.7% | $95-57.1% |