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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,958 |
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 | $44,683 | $64,909-31.2% | $82,312-45.7% | $62,293-28.3% |
| Participation rate | 71.2% | 74.9%-3.6pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 18.41% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $337 | $1,676-79.9% | $2,428-86.1% | $2,042-83.5% |
| Participant deferral / active EE | $1,870 | $3,103-39.7% | $3,706-49.5% | $3,169-41.0% |
| Admin fee / account holder | $173 | $440-60.7% | $5,608-96.9% | $479-64.0% |