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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,919 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,312 | $89,739+21.8% | $149,721-27.0% | $62,293+75.5% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+8.0pp | 69.5%+25.5pp |
| Annual return | 15.69% | 21.01%-5.3pp | 1501.67%-1486.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $4,268 | $3,233+32.0% | $5,444-21.6% | $2,042+109.0% |
| Participant deferral / active EE | $6,358 | $4,797+32.5% | $6,568-3.2% | $3,169+100.6% |
| Admin fee / account holder | $238 | $551-56.8% | $11,282-97.9% | $479-50.3% |