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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,428 |
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 | $51,613 | $71,192-27.5% | $117,861-56.2% | $62,293-17.1% |
| Participation rate | 81.7% | 74.2%+7.4pp | 79.7%+2.0pp | 69.5%+12.2pp |
| Annual return | 20.49% | 18.66%+1.8pp | 335.11%-314.6pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,647 | $1,934-14.8% | $3,786-56.5% | $2,042-19.3% |
| Participant deferral / active EE | $2,965 | $3,189-7.0% | $4,482-33.9% | $3,169-6.5% |
| Admin fee / account holder | $127 | $587-78.3% | $8,021-98.4% | $479-73.5% |