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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,579 | $69,305-28.5% | $82,312-39.8% | $69,631-28.8% |
| Participation rate | 94.8% | 80.3%+14.6pp | 76.9%+17.9pp | 70.7%+24.1pp |
| Annual return | 17.77% | 21.47%-3.7pp | 25.88%-8.1pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $3,569 | $1,887+89.2% | $2,428+47.0% | $2,032+75.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $97-98.1% | $5,608-100.0% | $110-98.4% |