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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,338 |
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 | $51,411 | $86,341-40.5% | $125,195-58.9% | $65,186-21.1% |
| Participation rate | 78.3% | 75.3%+3.0pp | 79.8%-1.5pp | 70.2%+8.1pp |
| Annual return | 19.62% | 27.44%-7.8pp | 43.79%-24.2pp | 29.39%-9.8pp |
| Employer contribution / active EE | $1,606 | $2,040-21.2% | $3,866-58.5% | $2,177-26.2% |
| Participant deferral / active EE | $2,844 | $3,538-19.6% | $4,937-42.4% | $3,514-19.1% |
| Admin fee / account holder | $255 | $609-58.1% | $9,704-97.4% | $847-69.8% |