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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,462 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,165 | $60,545+22.5% | $92,233-19.6% | $69,631+6.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.07% | 19.71%-8.6pp | 176.28%-165.2pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $15,898 | $2,633+503.7% | $3,679+332.1% | $2,032+682.3% |
| Participant deferral / active EE | $2,626 | $2,828-7.1% | $3,897-32.6% | $3,224-18.5% |
| Admin fee / account holder | $127 | $145-12.5% | $5,194-97.6% | $110+14.7% |