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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $123,535 |
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 | $39,976 | $65,118-38.6% | $76,768-47.9% | $55,725-28.3% |
| Participation rate | 93.9% | 79.6%+14.3pp | 77.0%+17.0pp | 70.9%+23.1pp |
| Annual return | -5.41% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,305 | $1,941-32.8% | $2,485-47.5% | $2,078-37.2% |
| Participant deferral / active EE | $2,813 | $3,688-23.7% | $3,852-27.0% | $3,356-16.2% |
| Admin fee / account holder | $92 | $116-21.0% | $6,675-98.6% | $115-20.5% |