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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,226 |
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 | $32,950 | $62,267-47.1% | $110,243-70.1% | $55,725-40.9% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.6pp |
| Annual return | -4.84% | -1.07%-3.8pp | 314.76%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,947 | $1,941+51.8% | $3,827-23.0% | $2,078+41.8% |
| Participant deferral / active EE | $4,344 | $3,516+23.5% | $4,672-7.0% | $3,356+29.4% |
| Admin fee / account holder | $196 | $121+62.4% | $8,548-97.7% | $115+70.4% |