| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,355 |
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 | $82,123 | $70,002+17.3% | $115,038-28.6% | $52,331+56.9% |
| Participation rate | 93.1% | 72.1%+21.0pp | 81.4%+11.7pp | 68.1%+25.0pp |
| Annual return | -0.41% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,417 | $2,715-11.0% | $4,608-47.6% | $1,882+28.4% |
| Participant deferral / active EE | $5,403 | $4,920+9.8% | $6,026-10.3% | $3,022+78.8% |
| Admin fee / account holder | $205 | $566-63.8% | $8,175-97.5% | $592-65.3% |