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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,720 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,250 | $52,961+40.2% | $172,752-57.0% | $65,185+13.9% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.8pp | 70.2%+29.2pp |
| Annual return | -45.82% | 30.12%-75.9pp | 802.97%-848.8pp | 29.38%-75.2pp |
| Employer contribution / active EE | $8,510 | $2,190+288.5% | $5,144+65.4% | $2,177+290.9% |
| Participant deferral / active EE | $8,085 | $2,471+227.2% | $5,198+55.5% | $3,514+130.1% |
| Admin fee / account holder | $256 | $472-45.7% | $13,955-98.2% | $847-69.7% |