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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,005 |
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 | $27,019 | $50,498-46.5% | $75,781-64.3% | $55,191-51.0% |
| Participation rate | 89.5% | 69.4%+20.1pp | 75.8%+13.7pp | 69.2%+20.3pp |
| Annual return | -1.53% | 1.80%-3.3pp | 9.68%-11.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $462 | $2,291-79.9% | $3,323-86.1% | $1,899-75.7% |
| Participant deferral / active EE | $2,416 | $2,589-6.7% | $3,651-33.8% | $3,046-20.7% |
| Admin fee / account holder | $104 | $123-15.2% | $5,299-98.0% | $91+14.9% |