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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,693 |
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 | $64,861 | $70,002-7.3% | $115,038-43.6% | $52,331+23.9% |
| Participation rate | 88.5% | 72.1%+16.4pp | 81.4%+7.1pp | 68.1%+20.4pp |
| Annual return | 0.72% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $5,174 | $2,715+90.6% | $4,608+12.3% | $1,882+174.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $71 | $566-87.4% | $8,175-99.1% | $592-88.0% |