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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $1,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,133 | $65,118-32.2% | $76,767-42.5% | $55,725-20.8% |
| Participation rate | 93.8% | 79.6%+14.2pp | 77.0%+16.9pp | 70.9%+23.0pp |
| Annual return | -5.76% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,668 | $1,941+89.0% | $2,485+47.6% | $2,078+76.5% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $116-98.1% | $6,675-100.0% | $115-98.1% |