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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,490 |
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 | $59,971 | $73,102-18.0% | $123,549-51.5% | $56,287+6.5% |
| Participation rate | 79.3% | 74.3%+5.0pp | 82.3%-3.0pp | 69.9%+9.4pp |
| Annual return | -6.31% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,423 | $2,977-18.6% | $4,628-47.6% | $2,111+14.8% |
| Participant deferral / active EE | $10,231 | $5,423+88.7% | $6,426+59.2% | $3,350+205.4% |
| Admin fee / account holder | $104 | $554-81.3% | $9,284-98.9% | $521-80.1% |