| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,158 | $80,177+5.0% | $123,894-32.1% | $57,661+46.0% |
| Participation rate | 90.5% | 74.4%+16.1pp | 81.4%+9.1pp | 70.2%+20.3pp |
| Annual return | 12.24% | 17.90%-5.7pp | 47.52%-35.3pp | 5.13%+7.1pp |
| Employer contribution / active EE | $2,141 | $2,913-26.5% | $4,617-53.6% | $1,974+8.5% |
| Participant deferral / active EE | $5,331 | $5,130+3.9% | $5,984-10.9% | $3,061+74.2% |
| Admin fee / account holder | $193 | $106+81.7% | $8,357-97.7% | $95+104.4% |