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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,287 |
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 | $28,346 | $65,223-56.5% | $80,022-64.6% | $55,727-49.1% |
| Participation rate | 87.2% | 80.6%+6.6pp | 75.8%+11.3pp | 70.9%+16.3pp |
| Annual return | -4.00% | 7.59%-11.6pp | 11.22%-15.2pp | 244.94%-248.9pp |
| Employer contribution / active EE | $1,033 | $2,544-59.4% | $2,468-58.2% | $2,078-50.3% |
| Participant deferral / active EE | $2,375 | $3,881-38.8% | $3,686-35.6% | $3,356-29.2% |
| Admin fee / account holder | $40 | $114-64.8% | $6,521-99.4% | $115-65.1% |