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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $134,584 |
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 | $59,781 | $78,852-24.2% | $76,768-22.1% | $75,289-20.6% |
| Participation rate | 84.7% | 85.0%-0.3pp | 77.0%+7.7pp | 72.4%+12.3pp |
| Annual return | -4.22% | -1.29%-2.9pp | 2.43%-6.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,607 | $2,794-42.5% | $2,485-35.3% | $2,405-33.2% |
| Participant deferral / active EE | $2,758 | $4,800-42.5% | $3,852-28.4% | $3,739-26.2% |
| Admin fee / account holder | $151 | $79+91.2% | $6,675-97.7% | $102+47.6% |