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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 62 · EIN 94-1347393 | Recordkeeping fees; Float revenue | $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 | $99,392 | $107,378-7.4% | $108,582-8.5% | $57,658+72.4% |
| Participation rate | 90.6% | 77.1%+13.5pp | 79.6%+11.1pp | 70.2%+20.4pp |
| Annual return | 6.63% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,301 | $1,782+85.3% | $3,758-12.2% | $1,974+67.3% |
| Participant deferral / active EE | $2,257 | $3,221-29.9% | $4,311-47.6% | $3,061-26.2% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |