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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ 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 | $107,477 | $62,267+72.6% | $110,241-2.5% | $55,725+92.9% |
| Participation rate | 91.6% | 78.1%+13.5pp | 79.8%+11.8pp | 70.9%+20.7pp |
| Annual return | -4.46% | -1.07%-3.4pp | 314.75%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,992 | $1,941+105.6% | $3,827+4.3% | $2,078+92.1% |
| Participant deferral / active EE | $2,686 | $3,516-23.6% | $4,672-42.5% | $3,356-19.9% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |