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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $125,179 |
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 | $119,292 | $93,131+28.1% | $106,554+12.0% | $86,821+37.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 32.01% | 19.45%+12.6pp | 26.80%+5.2pp | 97.94%-65.9pp |
| Employer contribution / active EE | $7,154 | $2,895+147.1% | $2,819+153.7% | $2,406+197.3% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $283 | $145+94.7% | $7,408-96.2% | $170+66.6% |