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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,643 |
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 | $211,459 | $89,652+135.9% | $141,177+49.8% | $65,185+224.4% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.5%+13.8pp | 70.2%+26.1pp |
| Annual return | 25.09% | 32.79%-7.7pp | 71.40%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $12,558 | $3,065+309.7% | $4,736+165.2% | $2,177+476.9% |
| Participant deferral / active EE | $6,992 | $5,691+22.9% | $6,710+4.2% | $3,514+99.0% |
| Admin fee / account holder | $150 | $569-73.6% | $10,263-98.5% | $847-82.3% |