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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $110,080 |
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 | $62,961 | $71,957-12.5% | $67,652-6.9% | $59,188+6.4% |
| Participation rate | 84.5% | 82.7%+1.9pp | 75.7%+8.9pp | 69.4%+15.1pp |
| Annual return | 1.44% | 8.53%-7.1pp | 6625.40%-6624.0pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,660 | $2,432-31.7% | $2,266-26.7% | $2,098-20.9% |
| Participant deferral / active EE | $2,909 | $4,211-30.9% | $3,560-18.3% | $3,265-10.9% |
| Admin fee / account holder | $161 | $64+150.7% | $4,821-96.7% | $92+74.5% |