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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $37,210 |
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 | $146,971 | $127,481+15.3% | $149,751-1.9% | $90,274+62.8% |
| Participation rate | 98.7% | 78.2%+20.4pp | 82.5%+16.2pp | 73.4%+25.3pp |
| Annual return | 10.38% | 57.78%-47.4pp | 276.71%-266.3pp | 53.97%-43.6pp |
| Employer contribution / active EE | $3,932 | $3,448+14.1% | $4,646-15.4% | $2,523+55.8% |
| Participant deferral / active EE | $7,866 | $6,975+12.8% | $6,843+14.9% | $4,231+85.9% |
| Admin fee / account holder | $8 | $152-94.6% | $9,312-99.9% | $114-92.8% |