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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $87,514 |
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 | $151,011 | $60,545+149.4% | $92,240+63.7% | $69,631+116.9% |
| Participation rate | 76.6% | 72.2%+4.5pp | 76.5%+0.1pp | 70.7%+5.9pp |
| Annual return | 13.31% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $2,762 | $2,633+4.9% | $3,680-24.9% | $2,032+35.9% |
| Participant deferral / active EE | $5,694 | $2,828+101.4% | $3,897+46.1% | $3,224+76.6% |
| Admin fee / account holder | $219 | $145+51.4% | $5,194-95.8% | $110+98.5% |