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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,545 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,007 | $52,953+262.6% | $172,739+11.2% | $65,185+194.6% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 23.74% | 30.12%-6.4pp | 802.84%-779.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $7,619 | $2,190+247.9% | $5,143+48.1% | $2,177+250.0% |
| Participant deferral / active EE | $5,709 | $2,471+131.1% | $5,198+9.8% | $3,514+62.5% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |