Filed June 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,850 |
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 | $53,552 | $57,096-6.2% | $94,229-43.2% | $55,191-3.0% |
| Participation rate | 96.3% | 75.7%+20.7pp | 78.8%+17.6pp | 69.2%+27.2pp |
| Annual return | 1.29% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,219 | $1,708-28.6% | $3,587-66.0% | $1,899-35.8% |
| Participant deferral / active EE | $3,459 | $3,165+9.3% | $4,320-19.9% | $3,046+13.6% |
| Admin fee / account holder | $173 | $89+94.3% | $6,269-97.2% | $91+91.0% |