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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $320,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,744 | $53,911-33.7% | $130,660-72.6% | $77,775-54.0% |
| Participation rate | 96.7% | 60.2%+36.5pp | 71.7%+25.0pp | 73.2%+23.5pp |
| Annual return | 20.90% | 21.93%-1.0pp | 1709.29%-1688.4pp | 32.58%-11.7pp |
| Employer contribution / active EE | $1,375 | $1,826-24.7% | $4,092-66.4% | $2,504-45.1% |
| Participant deferral / active EE | $3,990 | $2,288+74.4% | $3,603+10.7% | $3,966+0.6% |
| Admin fee / account holder | $73 | $129-43.4% | $5,463-98.7% | $100-27.3% |