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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $168,036 |
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 | $36,919 | $40,174-8.1% | $84,023-56.1% | $67,582-45.4% |
| Participation rate | 95.4% | 62.7%+32.7pp | 69.0%+26.4pp | 71.3%+24.1pp |
| Annual return | 6.76% | 25.82%-19.1pp | 71.32%-64.6pp | 378.57%-371.8pp |
| Employer contribution / active EE | $931 | $808+15.3% | $1,984-53.1% | $2,148-56.7% |
| Participant deferral / active EE | $3,572 | $2,301+55.2% | $3,239+10.3% | $3,539+0.9% |
| Admin fee / account holder | $163 | $128+27.2% | $6,102-97.3% | $142+14.7% |