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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $176,548 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,962 | $77,559-48.5% | $68,793-41.9% | $75,289-46.9% |
| Participation rate | 94.5% | 78.3%+16.2pp | 72.2%+22.3pp | 72.4%+22.1pp |
| Annual return | -2.72% | -1.01%-1.7pp | -4.63%+1.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $2,536 | $1,993+27.2% | $2,625-3.4% | $2,405+5.4% |
| Participant deferral / active EE | $4,275 | $3,128+36.7% | $3,311+29.1% | $3,739+14.3% |
| Admin fee / account holder | $131 | $90+44.5% | $5,131-97.5% | $102+27.7% |