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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,440 |
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 | $167,181 | $70,002+138.8% | $115,038+45.3% | $52,331+219.5% |
| Participation rate | 97.5% | 72.1%+25.4pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | -0.46% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $12,944 | $2,715+376.8% | $4,608+180.9% | $1,882+587.9% |
| Participant deferral / active EE | $7,102 | $4,920+44.4% | $6,026+17.8% | $3,022+135.0% |
| Admin fee / account holder | $14 | $566-97.6% | $8,175-99.8% | $592-97.7% |