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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,639 |
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 | $51,320 | $70,002-26.7% | $115,037-55.4% | $52,331-1.9% |
| Participation rate | 78.9% | 72.1%+6.8pp | 81.4%-2.5pp | 68.1%+10.8pp |
| Annual return | 6.37% | 4.04%+2.3pp | 26.14%-19.8pp | 4.54%+1.8pp |
| Employer contribution / active EE | $3,613 | $2,715+33.1% | $4,608-21.6% | $1,882+92.0% |
| Participant deferral / active EE | $11,183 | $4,920+127.3% | $6,026+85.6% | $3,022+270.1% |
| Admin fee / account holder | $88 | $566-84.5% | $8,175-98.9% | $592-85.2% |