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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $75,000 |
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 | $114,429 | $46,173+147.8% | $170,435-32.9% | $69,631+64.3% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+29.0pp |
| Annual return | 22.91% | 21.62%+1.3pp | 205.94%-183.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $7,200 | $1,610+347.3% | $5,432+32.5% | $2,032+254.3% |
| Participant deferral / active EE | $5,519 | $2,080+165.3% | $4,939+11.7% | $3,224+71.2% |
| Admin fee / account holder | $210 | $116+80.8% | $13,881-98.5% | $110+89.8% |