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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,474 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,020 | $63,924+25.2% | $108,579-26.3% | $55,167+45.1% |
| Participation rate | 71.3% | 74.3%-3.0pp | 79.6%-8.3pp | 69.0%+2.3pp |
| Annual return | 8.53% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $829 | $1,879-55.9% | $3,758-77.9% | $1,963-57.8% |
| Participant deferral / active EE | $3,324 | $3,067+8.4% | $4,311-22.9% | $3,054+8.8% |
| Admin fee / account holder | $203 | $618-67.2% | $7,645-97.3% | $504-59.7% |