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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,202 |
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 | $102,047 | $64,909+57.2% | $82,313+24.0% | $62,293+63.8% |
| Participation rate | 96.5% | 74.9%+21.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 17.97% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $469 | $1,676-72.0% | $2,428-80.7% | $2,042-77.0% |
| Participant deferral / active EE | $8,472 | $3,103+173.0% | $3,706+128.6% | $3,169+167.3% |
| Admin fee / account holder | $269 | $440-38.9% | $5,608-95.2% | $479-43.9% |