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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,906 |
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 | $103,337 | $53,925+91.6% | $75,501+36.9% | $69,631+48.4% |
| Participation rate | 98.4% | 71.2%+27.2pp | 72.4%+26.0pp | 70.7%+27.7pp |
| Annual return | 19.55% | 17.84%+1.7pp | 27.35%-7.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $7,076 | $1,802+292.7% | $2,352+200.9% | $2,032+248.2% |
| Participant deferral / active EE | $8,213 | $2,569+219.7% | $3,142+161.4% | $3,224+154.8% |
| Admin fee / account holder | $6 | $97-94.1% | $5,801-99.9% | $110-94.8% |