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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $105,485 |
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 | $42,891 | $63,905-32.9% | $74,184-42.2% | $57,658-25.6% |
| Participation rate | 94.6% | 79.8%+14.9pp | 76.6%+18.0pp | 70.2%+24.4pp |
| Annual return | 8.56% | 60.60%-52.0pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,348 | $1,840-26.8% | $2,370-43.1% | $1,974-31.7% |
| Participant deferral / active EE | $3,022 | $3,448-12.4% | $3,550-14.9% | $3,061-1.3% |
| Admin fee / account holder | $101 | $91+11.0% | $5,586-98.2% | $95+6.9% |