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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 62 · EIN 94-1347393 | Float revenue; Recordkeeping fees | $0 |
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 | $94,552 | $57,108+65.6% | $94,228+0.3% | $52,331+80.7% |
| Participation rate | 96.3% | 72.9%+23.4pp | 78.8%+17.6pp | 68.1%+28.2pp |
| Annual return | -0.95% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,174 | $3,040-28.5% | $4,320-49.7% | $3,022-28.1% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |