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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,343 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,349 | $54,320+29.5% | $67,652+4.0% | $52,331+34.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 75.7%-4.2pp | 68.1%+3.3pp |
| Annual return | -1.08% | 6.81%-7.9pp | 6625.40%-6626.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $342 | $1,544-77.8% | $2,266-84.9% | $1,882-81.8% |
| Participant deferral / active EE | $2,434 | $2,950-17.5% | $3,560-31.6% | $3,022-19.5% |
| Admin fee / account holder | $218 | $527-58.5% | $4,821-95.5% | $592-63.1% |