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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,523 |
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 | $85,826 | $60,165+42.7% | $74,184+15.7% | $55,167+55.6% |
| Participation rate | 97.8% | 74.2%+23.6pp | 76.6%+21.1pp | 69.0%+28.8pp |
| Annual return | 5.81% | 10.00%-4.2pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,506 | $1,600+56.6% | $2,370+5.7% | $1,963+27.7% |
| Participant deferral / active EE | $12,301 | $2,973+313.8% | $3,550+246.5% | $3,054+302.8% |
| Admin fee / account holder | $225 | $419-46.4% | $5,586-96.0% | $504-55.4% |