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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,200 | $69,159-43.3% | $125,175-68.7% | $67,579-42.0% |
| Participation rate | 97.1% | 78.2%+18.9pp | 79.8%+17.3pp | 71.3%+25.8pp |
| Annual return | 18.73% | 27.12%-8.4pp | 43.79%-25.1pp | 378.56%-359.8pp |
| Employer contribution / active EE | $2,947 | $2,023+45.7% | $3,865-23.8% | $2,148+37.2% |
| Participant deferral / active EE | $4,449 | $3,700+20.2% | $4,937-9.9% | $3,539+25.7% |
| Admin fee / account holder | $180 | $142+26.7% | $9,702-98.1% | $142+26.2% |