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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $57,952 |
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 | $134,703 | $63,905+110.8% | $74,184+81.6% | $57,658+133.6% |
| Participation rate | 76.1% | 79.8%-3.7pp | 76.6%-0.5pp | 70.2%+5.9pp |
| Annual return | 8.85% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,742 | $1,840-5.3% | $2,370-26.5% | $1,974-11.7% |
| Participant deferral / active EE | $3,127 | $3,448-9.3% | $3,550-11.9% | $3,061+2.2% |
| Admin fee / account holder | $277 | $91+204.2% | $5,586-95.0% | $95+193.1% |