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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,625 |
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 | $143,649 | $56,443+154.5% | $83,830+71.4% | $55,725+157.8% |
| Participation rate | 77.7% | 72.0%+5.7pp | 76.1%+1.6pp | 70.9%+6.9pp |
| Annual return | -3.67% | 393.67%-397.3pp | 850.97%-854.6pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,471 | $2,682-7.8% | $3,631-31.9% | $2,078+18.9% |
| Participant deferral / active EE | $5,913 | $2,965+99.4% | $4,082+44.9% | $3,356+76.2% |
| Admin fee / account holder | $239 | $156+53.1% | $5,479-95.6% | $115+107.7% |