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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,281 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,255 | $67,598-70.0% | $75,886-73.3% | $77,787-74.0% |
| Participation rate | 72.1% | 69.6%+2.6pp | 69.3%+2.8pp | 73.2%-1.1pp |
| Annual return | 20.82% | 23.18%-2.4pp | 30.76%-9.9pp | 32.57%-11.8pp |
| Employer contribution / active EE | $294 | $2,430-87.9% | $2,500-88.3% | $2,504-88.3% |
| Participant deferral / active EE | $1,571 | $3,502-55.1% | $3,603-56.4% | $3,967-60.4% |
| Admin fee / account holder | $74 | $96-22.8% | $5,418-98.6% | $100-25.7% |