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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,648 |
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 | $54,151 | $58,927-8.1% | $76,817-29.5% | $72,985-25.8% |
| Participation rate | 97.2% | 67.3%+29.9pp | 72.1%+25.1pp | 69.5%+27.7pp |
| Annual return | 19.16% | 2305.64%-2286.5pp | 1166.11%-1146.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,615 | $1,787-9.6% | $2,302-29.8% | $2,440-33.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $230 | $4,013-94.3% | $6,420-96.4% | $5,124-95.5% |