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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,642 |
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 | $50,489 | $48,277+4.6% | $63,244-20.2% | $55,191-8.5% |
| Participation rate | 94.9% | 69.4%+25.5pp | 71.0%+23.8pp | 69.2%+25.7pp |
| Annual return | 0.21% | 2.37%-2.2pp | -70.31%+70.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,342 | $1,592-15.7% | $2,322-42.2% | $1,899-29.3% |
| Participant deferral / active EE | $4,082 | $2,432+67.8% | $2,953+38.2% | $3,046+34.0% |
| Admin fee / account holder | $196 | $86+127.5% | $5,893-96.7% | $91+115.4% |