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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,901 | $70,667+34.3% | $123,105-22.9% | $52,331+81.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 2.15% | 6.23%-4.1pp | 13.22%-11.1pp | 4.54%-2.4pp |
| Employer contribution / active EE | $4,264 | $2,946+44.7% | $5,151-17.2% | $1,882+126.6% |
| Participant deferral / active EE | $6,123 | $4,493+36.3% | $6,229-1.7% | $3,022+102.6% |
| Admin fee / account holder | $209 | $506-58.8% | $9,014-97.7% | $592-64.7% |