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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,055 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,785 | $57,065-14.5% | $75,670-35.5% | $70,131-30.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.75% | 23.57%-8.8pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $785 | $1,817-56.8% | $2,352-66.6% | $2,342-66.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $194 | $3,825-94.9% | $5,800-96.7% | $4,645-95.8% |