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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,773 |
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 | $209,212 | $80,753+159.1% | $136,298+53.5% | $62,293+235.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.02% | 35.83%-17.8pp | 5156.27%-5138.2pp | 28.90%-10.9pp |
| Employer contribution / active EE | $7,628 | $2,884+164.5% | $4,696+62.4% | $2,042+273.5% |
| Participant deferral / active EE | $6,170 | $5,164+19.5% | $6,247-1.2% | $3,169+94.7% |
| Admin fee / account holder | $116 | $525-78.0% | $9,244-98.7% | $479-75.8% |