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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $16,053 |
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 | $18,061 | $46,173-60.9% | $170,435-89.4% | $69,631-74.1% |
| Participation rate | 92.7% | 63.9%+28.8pp | 83.6%+9.1pp | 70.7%+22.0pp |
| Annual return | 8.60% | 21.62%-13.0pp | 205.94%-197.3pp | 27571.02%-27562.4pp |
| Employer contribution / active EE | $1,102 | $1,610-31.5% | $5,432-79.7% | $2,032-45.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $50 | $116-56.8% | $13,881-99.6% | $110-54.7% |