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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,115 |
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 | $94,084 | $80,177+17.3% | $123,894-24.1% | $57,658+63.2% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.4pp | 70.2%+26.6pp |
| Annual return | 9.26% | 17.90%-8.6pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $4,221 | $2,913+44.9% | $4,617-8.6% | $1,974+113.8% |
| Participant deferral / active EE | $7,557 | $5,130+47.3% | $5,984+26.3% | $3,061+146.9% |
| Admin fee / account holder | $196 | $106+84.5% | $8,357-97.7% | $95+107.5% |