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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,560 |
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 | $64,117 | $64,909-1.2% | $82,312-22.1% | $62,293+2.9% |
| Participation rate | 86.2% | 74.9%+11.3pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 15.08% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,637 | $1,676+57.3% | $2,428+8.6% | $2,042+29.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $246 | $440-43.9% | $5,608-95.6% | $479-48.6% |