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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $36,189 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,756 | $88,874+33.6% | $123,553-3.9% | $75,289+57.7% |
| Participation rate | 94.5% | 75.9%+18.7pp | 82.3%+12.2pp | 72.4%+22.1pp |
| Annual return | -8.96% | 4.22%-13.2pp | 119.21%-128.2pp | -0.04%-8.9pp |
| Employer contribution / active EE | $3,565 | $3,256+9.5% | $4,628-23.0% | $2,405+48.2% |
| Participant deferral / active EE | $6,983 | $6,174+13.1% | $6,426+8.7% | $3,739+86.8% |
| Admin fee / account holder | $9 | $95-90.7% | $9,284-99.9% | $102-91.4% |