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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,290 |
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 | $55,034 | $63,924-13.9% | $108,582-49.3% | $55,167-0.2% |
| Participation rate | 79.3% | 74.3%+5.0pp | 79.6%-0.3pp | 69.0%+10.3pp |
| Annual return | 7.90% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,476 | $1,879-21.5% | $3,758-60.7% | $1,963-24.8% |
| Participant deferral / active EE | $2,777 | $3,067-9.4% | $4,311-35.6% | $3,054-9.1% |
| Admin fee / account holder | $223 | $618-63.9% | $7,645-97.1% | $504-55.7% |