| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,967 |
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 | $49,031 | $55,182-11.1% | $73,309-33.1% | $55,191-11.2% |
| Participation rate | 90.0% | 73.9%+16.1pp | 74.9%+15.1pp | 69.2%+20.9pp |
| Annual return | 1.13% | 8.55%-7.4pp | 5.67%-4.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,125 | $1,935-41.9% | $3,237-65.3% | $1,899-40.8% |
| Participant deferral / active EE | $3,668 | $4,641-21.0% | $4,991-26.5% | $3,046+20.4% |
| Admin fee / account holder | $99 | $68+44.3% | $5,635-98.2% | $91+8.8% |