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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD. · CHARLOTTE, NC 28262 | Recordkeeping | $8,028 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 7.07% | 11.57%-4.5pp | 380.71%-373.6pp | 11.45%-4.4pp |
| Employer contribution / active EE | $42,772 | $36,657+16.7% | $45,089-5.1% | $17,219+148.4% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |