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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 13 · EIN 41-6257133 | Contract Administrator | $5,578 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,822 | $58,587+498.8% | $83,322+321.0% | $64,173+446.7% |
| Participation rate | 98.9% | 72.0%+26.9pp | 77.8%+21.2pp | 69.6%+29.3pp |
| Annual return | 53.84% | 9.65%+44.2pp | 10.64%+43.2pp | 7.63%+46.2pp |
| Employer contribution / active EE | $9,887 | $2,098+371.2% | $3,379+192.6% | $2,381+315.3% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $48 | $9,279-99.5% | $7,540-99.4% | $4,887-99.0% |