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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,344 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,106 | $74,089+25.7% | $133,975-30.5% | $55,167+68.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 3.92% | 12.11%-8.2pp | 29.29%-25.4pp | 169.23%-165.3pp |
| Employer contribution / active EE | $4,046 | $3,064+32.1% | $5,211-22.4% | $1,963+106.2% |
| Participant deferral / active EE | $6,023 | $4,678+28.7% | $6,282-4.1% | $3,054+97.2% |
| Admin fee / account holder | $209 | $458-54.3% | $9,324-97.8% | $504-58.5% |