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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $126,864 |
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 | $73,212 | $88,730-17.5% | $82,312-11.1% | $77,958-6.1% |
| Participation rate | 78.1% | 84.5%-6.5pp | 76.9%+1.2pp | 71.6%+6.4pp |
| Annual return | 21.36% | 20.88%+0.5pp | 25.88%-4.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,471 | $2,758-46.7% | $2,428-39.4% | $2,310-36.3% |
| Participant deferral / active EE | $2,520 | $4,634-45.6% | $3,706-32.0% | $3,537-28.8% |
| Admin fee / account holder | $159 | $74+115.5% | $5,608-97.2% | $97+63.7% |