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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,926 |
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 | $104,038 | $48,261+115.6% | $68,612+51.6% | $55,725+86.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -5.40% | -2.61%-2.8pp | -4.63%-0.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $7,776 | $1,742+346.3% | $2,625+196.2% | $2,078+274.2% |
| Participant deferral / active EE | $9,038 | $2,712+233.3% | $3,311+173.0% | $3,356+169.3% |
| Admin fee / account holder | $7 | $126-94.6% | $5,131-99.9% | $115-94.1% |