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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,572 |
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 | $53,642 | $60,165-10.8% | $74,185-27.7% | $55,167-2.8% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 7.33% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,782 | $1,600+11.4% | $2,370-24.8% | $1,963-9.2% |
| Participant deferral / active EE | $3,147 | $2,973+5.9% | $3,550-11.3% | $3,054+3.0% |
| Admin fee / account holder | $246 | $419-41.3% | $5,586-95.6% | $504-51.2% |