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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,074 |
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 | $108,607 | $37,196+192.0% | $154,111-29.5% | $55,725+94.9% |
| Participation rate | 99.3% | 64.1%+35.2pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -3.49% | 1319.68%-1323.2pp | 735.18%-738.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $6,966 | $1,614+331.5% | $5,298+31.5% | $2,078+235.2% |
| Participant deferral / active EE | $5,925 | $2,068+186.5% | $5,081+16.6% | $3,356+76.6% |
| Admin fee / account holder | $240 | $102+135.9% | $13,411-98.2% | $115+108.1% |