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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,423 |
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 | $194,815 | $91,517+112.9% | $101,248+92.4% | $73,409+165.4% |
| Participation rate | 87.6% | 73.8%+13.8pp | 75.8%+11.8pp | 72.2%+15.4pp |
| Annual return | 14.54% | 17.17%-2.6pp | 46.47%-31.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $3,019 | $2,877+4.9% | $3,660-17.5% | $2,234+35.1% |
| Participant deferral / active EE | $7,151 | $3,338+114.2% | $4,370+63.6% | $3,805+87.9% |
| Admin fee / account holder | $250 | $216+16.0% | $5,945-95.8% | $158+58.6% |