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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,588 |
Annual investment return 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 | $33,881 | $37,044-8.5% | $71,796-52.8% | $57,658-41.2% |
| Participation rate | 95.8% | 61.1%+34.7pp | 69.1%+26.7pp | 70.2%+25.6pp |
| Annual return | 0.18% | 12.64%-12.5pp | 78.04%-77.9pp | 5.13%-4.9pp |
| Employer contribution / active EE | $1,024 | $720+42.2% | $1,924-46.8% | $1,974-48.1% |
| Participant deferral / active EE | $2,903 | $1,974+47.0% | $2,794+3.9% | $3,061-5.2% |
| Admin fee / account holder | $123 | $101+22.0% | $4,815-97.4% | $95+30.3% |