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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,924 |
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 | $63,823 | $56,640+12.7% | $78,002-18.2% | $55,167+15.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.49% | 2868.48%-2860.0pp | 425.99%-417.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $4,145 | $1,724+140.5% | $2,470+67.8% | $1,963+111.2% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $262 | $467-43.8% | $5,481-95.2% | $504-48.0% |