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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,489 |
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 | $63,956 | $73,102-12.5% | $123,552-48.2% | $56,287+13.6% |
| Participation rate | 96.4% | 74.3%+22.0pp | 82.3%+14.1pp | 69.9%+26.5pp |
| Annual return | -4.87% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,757 | $2,977+93.4% | $4,628+24.4% | $2,111+172.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $68 | $554-87.7% | $9,285-99.3% | $521-86.9% |