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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $1,245 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,541 | $79,519-25.1% | $95,952-37.9% | $73,409-18.9% |
| Participation rate | 83.3% | 81.2%+2.1pp | 77.1%+6.2pp | 72.2%+11.1pp |
| Annual return | 11.60% | 19.20%-7.6pp | 91.61%-80.0pp | 59.29%-47.7pp |
| Employer contribution / active EE | $3,020 | $2,048+47.5% | $2,541+18.9% | $2,234+35.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $3 | $184-98.6% | $6,795-100.0% | $158-98.3% |