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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,647 |
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 | $59,230 | $53,412+10.9% | $68,509-13.5% | $52,331+13.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -0.11% | 3.42%-3.5pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,734 | $1,607+132.4% | $2,278+63.9% | $1,882+98.5% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $266 | $461-42.3% | $5,275-95.0% | $592-55.1% |