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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $14,844 |
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 | $22,860 | $72,448-68.4% | $118,746-80.7% | $69,631-67.2% |
| Participation rate | 95.3% | 79.7%+15.6pp | 78.3%+17.0pp | 70.7%+24.6pp |
| Annual return | 16.98% | 19.06%-2.1pp | 24.54%-7.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,083 | $3,771+8.3% | $4,193-2.6% | $2,032+100.9% |
| Participant deferral / active EE | $5,136 | $4,943+3.9% | $5,332-3.7% | $3,224+59.3% |
| Admin fee / account holder | $43 | $99-56.2% | $10,720-99.6% | $110-60.8% |