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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,321 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,549 | $50,498+148.6% | $75,784+65.7% | $55,191+127.5% |
| Participation rate | 81.4% | 69.4%+12.0pp | 75.8%+5.6pp | 69.2%+12.3pp |
| Annual return | 0.12% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,159 | $2,291-5.8% | $3,323-35.0% | $1,899+13.7% |
| Participant deferral / active EE | $5,531 | $2,589+113.6% | $3,652+51.5% | $3,046+81.6% |
| Admin fee / account holder | $231 | $123+87.7% | $5,300-95.6% | $91+154.4% |