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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,466 |
Annual investment return 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 | $60,112 | $75,183-20.0% | $123,894-51.5% | $55,167+9.0% |
| Participation rate | 94.7% | 72.8%+21.9pp | 81.4%+13.3pp | 69.0%+25.7pp |
| Annual return | 5.81% | 19.01%-13.2pp | 47.52%-41.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $4,967 | $2,823+75.9% | $4,617+7.6% | $1,963+153.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $68 | $663-89.7% | $8,357-99.2% | $504-86.4% |