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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $42,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,329 | $101,523+41.2% | $141,200+1.5% | $77,775+84.3% |
| Participation rate | 97.0% | 77.4%+19.6pp | 82.5%+14.5pp | 73.2%+23.8pp |
| Annual return | 22.03% | 56.22%-34.2pp | 71.41%-49.4pp | 32.58%-10.5pp |
| Employer contribution / active EE | $3,991 | $3,341+19.4% | $4,736-15.7% | $2,504+59.4% |
| Participant deferral / active EE | $7,928 | $6,434+23.2% | $6,710+18.1% | $3,966+99.9% |
| Admin fee / account holder | $10 | $92-88.7% | $10,265-99.9% | $100-89.7% |