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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,506 |
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 | $52,665 | $38,969+35.1% | $109,313-51.8% | $55,167-4.5% |
| Participation rate | 79.0% | 58.2%+20.8pp | 71.3%+7.7pp | 69.0%+10.0pp |
| Annual return | 2.01% | 8.26%-6.3pp | 22.07%-20.1pp | 169.23%-167.2pp |
| Employer contribution / active EE | $579 | $1,227-52.8% | $3,892-85.1% | $1,963-70.5% |
| Participant deferral / active EE | $2,029 | $2,176-6.7% | $3,166-35.9% | $3,054-33.6% |
| Admin fee / account holder | $122 | $501-75.7% | $5,666-97.9% | $504-75.8% |