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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,710 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,028 | $99,957+156.1% | $149,730+71.0% | $73,493+248.4% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 16.55% | 53.87%-37.3pp | 276.70%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $13,839 | $3,191+333.7% | $4,645+197.9% | $2,270+509.6% |
| Participant deferral / active EE | $8,698 | $6,073+43.2% | $6,843+27.1% | $3,740+132.6% |
| Admin fee / account holder | $287 | $551-47.9% | $9,310-96.9% | $513-44.1% |