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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $59,695 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $406,662 | $52,961+667.8% | $172,755+135.4% | $65,185+523.9% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+14.9pp | 70.2%+27.4pp |
| Annual return | 22.44% | 30.12%-7.7pp | 802.94%-780.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $10,497 | $2,190+379.3% | $5,144+104.1% | $2,177+382.2% |
| Participant deferral / active EE | $5,559 | $2,471+124.9% | $5,198+6.9% | $3,514+58.2% |
| Admin fee / account holder | $295 | $472-37.6% | $13,955-97.9% | $847-65.2% |