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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,072 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 15 · EIN 36-4019175 | Recordkeeping | $7,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $106,738 | $65,378+63.3% | $87,103+22.5% | $65,186+63.7% |
| Participation rate | 96.9% | 75.3%+21.6pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 21.72% | 31.28%-9.6pp | 28.19%-6.5pp | 29.39%-7.7pp |
| Employer contribution / active EE | $7,158 | $1,823+292.7% | $2,521+183.9% | $2,177+228.8% |
| Participant deferral / active EE | $8,287 | $3,389+144.5% | $4,049+104.7% | $3,514+135.8% |
| Admin fee / account holder | $232 | $520-55.5% | $7,491-96.9% | $847-72.7% |