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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,372 |
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 | $99,137 | $75,284+31.7% | $91,004+8.9% | $69,634+42.4% |
| Participation rate | 94.1% | 80.4%+13.7pp | 75.6%+18.5pp | 70.7%+23.4pp |
| Annual return | 18.09% | 48.40%-30.3pp | 4.60%+13.5pp | 27572.26%-27554.2pp |
| Employer contribution / active EE | $3,515 | $2,473+42.1% | $2,456+43.1% | $2,032+73.0% |
| Participant deferral / active EE | $5,481 | $3,700+48.1% | $3,548+54.5% | $3,224+70.0% |
| Admin fee / account holder | $111 | $111+0.4% | $5,417-98.0% | $110+0.5% |