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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,804 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,014 | $78,705+27.1% | $117,854-15.1% | $70,131+42.6% |
| Participation rate | 82.1% | 73.2%+8.9pp | 79.7%+2.4pp | 69.5%+12.6pp |
| Annual return | 16.56% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $203 | $2,223-90.9% | $3,786-94.6% | $2,342-91.4% |
| Participant deferral / active EE | $4,152 | $3,297+25.9% | $4,482-7.4% | $3,332+24.6% |
| Admin fee / account holder | $44 | $5,065-99.1% | $8,020-99.4% | $4,645-99.0% |