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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,511 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,275 |
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 | $88,337 | $75,388+17.2% | $123,553-28.5% | $55,725+58.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.3%+10.6pp | 70.9%+22.0pp |
| Annual return | -5.19% | 4.48%-9.7pp | 119.21%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,972 | $3,063+29.7% | $4,628-14.2% | $2,078+91.1% |
| Participant deferral / active EE | $7,580 | $5,651+34.1% | $6,426+18.0% | $3,356+125.9% |
| Admin fee / account holder | $56 | $120-53.3% | $9,284-99.4% | $115-51.4% |