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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $28,727 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,903 | $86,791+38.2% | $115,038+4.2% | $59,188+102.6% |
| Participation rate | 93.6% | 72.8%+20.7pp | 81.4%+12.2pp | 69.4%+24.2pp |
| Annual return | 1.50% | 4.44%-2.9pp | 26.14%-24.6pp | 5.51%-4.0pp |
| Employer contribution / active EE | $3,375 | $2,950+14.4% | $4,608-26.8% | $2,098+60.9% |
| Participant deferral / active EE | $6,540 | $5,298+23.4% | $6,026+8.5% | $3,265+100.3% |
| Admin fee / account holder | $9 | $95-90.5% | $8,175-99.9% | $92-90.3% |