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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $10,484 |
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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 | $0 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 3.90% | 4.97%-1.1pp | 4.74%-0.8pp | 4.56%-0.7pp |
| Employer contribution / active EE | $62,908 | $17,970+250.1% | $46,220+36.1% | $15,526+305.2% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |