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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $152,430 |
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 | $37,616 | $64,286-41.5% | $90,970-58.6% | $73,412-48.8% |
| Participation rate | 92.4% | 63.6%+28.9pp | 69.0%+23.4pp | 72.2%+20.3pp |
| Annual return | 3.40% | 21.46%-18.1pp | 134.60%-131.2pp | 59.30%-55.9pp |
| Employer contribution / active EE | $888 | $895-0.7% | $2,122-58.1% | $2,234-60.2% |
| Participant deferral / active EE | $4,425 | $2,453+80.4% | $3,373+31.2% | $3,806+16.3% |
| Admin fee / account holder | $168 | $287-41.6% | $5,961-97.2% | $158+6.1% |