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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,538 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,514 | $66,601+148.5% | $92,893+78.2% | $67,579+144.9% |
| Participation rate | 77.6% | 72.5%+5.1pp | 76.0%+1.6pp | 71.3%+6.3pp |
| Annual return | 19.62% | 92.58%-73.0pp | 109.41%-89.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $2,485 | $2,775-10.5% | $3,653-32.0% | $2,148+15.7% |
| Participant deferral / active EE | $5,896 | $3,157+86.8% | $4,236+39.2% | $3,539+66.6% |
| Admin fee / account holder | $237 | $199+19.3% | $5,794-95.9% | $142+66.8% |