Filed June 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $168,042 |
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 | $55,043 | $62,267-11.6% | $110,243-50.1% | $55,727-1.2% |
| Participation rate | 96.4% | 78.1%+18.3pp | 79.8%+16.6pp | 70.9%+25.6pp |
| Annual return | -4.50% | -1.07%-3.4pp | 314.76%-319.3pp | 244.94%-249.4pp |
| Employer contribution / active EE | $1,004 | $1,941-48.3% | $3,827-73.8% | $2,078-51.7% |
| Participant deferral / active EE | $3,448 | $3,516-1.9% | $4,672-26.2% | $3,356+2.7% |
| Admin fee / account holder | $195 | $121+61.0% | $8,548-97.7% | $115+69.0% |