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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,291 | $98,982+18.5% | $162,177-27.7% | $65,185+79.9% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.1pp |
| Annual return | 19.65% | 24.84%-5.2pp | 115.60%-96.0pp | 29.38%-9.7pp |
| Employer contribution / active EE | $4,896 | $3,467+41.2% | $5,613-12.8% | $2,177+124.9% |
| Participant deferral / active EE | $6,542 | $5,384+21.5% | $7,297-10.3% | $3,514+86.2% |
| Admin fee / account holder | $250 | $596-58.1% | $10,843-97.7% | $847-70.5% |