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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,302 |
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 | $46,754 | $69,305-32.5% | $82,312-43.2% | $69,631-32.9% |
| Participation rate | 95.2% | 80.3%+15.0pp | 76.9%+18.3pp | 70.7%+24.6pp |
| Annual return | 15.85% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,381 | $1,887-26.8% | $2,428-43.1% | $2,032-32.0% |
| Participant deferral / active EE | $2,999 | $3,568-16.0% | $3,706-19.1% | $3,224-7.0% |
| Admin fee / account holder | $89 | $97-8.6% | $5,608-98.4% | $110-19.6% |