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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,502 |
Employer contribution per participant 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 | $36,709 | $60,165-39.0% | $74,184-50.5% | $55,167-33.5% |
| Participation rate | 73.4% | 74.2%-0.7pp | 76.6%-3.2pp | 69.0%+4.4pp |
| Annual return | 6.56% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $350 | $1,600-78.1% | $2,370-85.2% | $1,963-82.2% |
| Participant deferral / active EE | $1,707 | $2,973-42.6% | $3,550-51.9% | $3,054-44.1% |
| Admin fee / account holder | $159 | $419-62.1% | $5,586-97.2% | $504-68.4% |