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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,616 |
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 | $46,888 | $73,638-36.3% | $95,960-51.1% | $73,493-36.2% |
| Participation rate | 95.3% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 18.36% | 16.78%+1.6pp | 91.63%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,035 | $1,863-44.4% | $2,541-59.3% | $2,270-54.4% |
| Participant deferral / active EE | $3,046 | $3,617-15.8% | $4,167-26.9% | $3,740-18.6% |
| Admin fee / account holder | $153 | $482-68.3% | $6,797-97.8% | $513-70.2% |