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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,701 |
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 | $20,798 | $75,289-72.4% | $54,726-62.0% | $75,289-72.4% |
| Participation rate | 87.1% | 72.4%+14.6pp | 79.1%+7.9pp | 72.4%+14.6pp |
| Annual return | -3.74% | -0.04%-3.7pp | -4.56%+0.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,670 | $2,405-30.6% | $3,449-51.6% | $2,405-30.6% |
| Participant deferral / active EE | $1,320 | $3,739-64.7% | $3,953-66.6% | $3,739-64.7% |
| Admin fee / account holder | $25 | $102-75.9% | $3,818-99.4% | $102-75.9% |