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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,512 |
Employer contribution per participant 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 | $57,352 | $68,413-16.2% | $123,106-53.4% | $55,191+3.9% |
| Participation rate | 92.3% | 84.5%+7.7pp | 86.8%+5.5pp | 69.2%+23.1pp |
| Annual return | -0.31% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $897 | $3,050-70.6% | $5,151-82.6% | $1,899-52.8% |
| Participant deferral / active EE | $4,131 | $4,490-8.0% | $6,229-33.7% | $3,046+35.6% |
| Admin fee / account holder | $29 | $88-67.3% | $9,015-99.7% | $91-68.3% |