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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,178 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,758 | $63,924-30.0% | $108,582-58.8% | $55,167-18.9% |
| Participation rate | 77.3% | 74.3%+3.0pp | 79.6%-2.2pp | 69.0%+8.3pp |
| Annual return | 5.06% | 15.31%-10.2pp | -51.70%+56.8pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,550 | $1,879-17.5% | $3,758-58.8% | $1,963-21.0% |
| Participant deferral / active EE | $2,775 | $3,067-9.5% | $4,311-35.6% | $3,054-9.1% |
| Admin fee / account holder | $114 | $618-81.6% | $7,645-98.5% | $504-77.5% |