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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,080 |
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 | $84,212 | $70,002+20.3% | $115,038-26.8% | $52,331+60.9% |
| Participation rate | 89.8% | 72.1%+17.7pp | 81.4%+8.4pp | 68.1%+21.7pp |
| Annual return | 0.76% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,423 | $4,920+30.6% | $6,026+6.6% | $3,022+112.5% |
| Admin fee / account holder | $69 | $566-87.7% | $8,175-99.2% | $592-88.3% |