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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $135,972 |
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 | $34,464 | $48,064-28.3% | $78,778-56.3% | $69,631-50.5% |
| Participation rate | 95.6% | 61.6%+34.0pp | 69.2%+26.4pp | 70.7%+24.9pp |
| Annual return | 18.04% | 21.81%-3.8pp | 35.62%-17.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $983 | $744+32.2% | $1,986-50.5% | $2,032-51.6% |
| Participant deferral / active EE | $3,067 | $2,079+47.5% | $2,958+3.7% | $3,224-4.9% |
| Admin fee / account holder | $152 | $152-0.2% | $5,134-97.0% | $110+37.3% |