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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,451 |
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 | $33,265 | $72,770-54.3% | $67,652-50.8% | $55,191-39.7% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.7pp | 69.2%+25.2pp |
| Annual return | 1.43% | -3.26%+4.7pp | 6625.40%-6624.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,248 | $1,769-29.5% | $2,266-44.9% | $1,899-34.3% |
| Participant deferral / active EE | $2,747 | $3,408-19.4% | $3,560-22.8% | $3,046-9.8% |
| Admin fee / account holder | $99 | $79+26.0% | $4,821-97.9% | $91+9.4% |