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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,780 | $63,905-36.2% | $74,184-45.0% | $57,658-29.3% |
| Participation rate | 95.4% | 79.8%+15.6pp | 76.6%+18.8pp | 70.2%+25.1pp |
| Annual return | 7.71% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $3,679 | $1,840+99.9% | $2,370+55.2% | $1,974+86.4% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $91-97.7% | $5,586-100.0% | $95-97.8% |