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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,417 |
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 | $38,739 | $54,890-29.4% | $63,517-39.0% | $59,188-34.5% |
| Participation rate | 95.2% | 75.6%+19.6pp | 71.0%+24.1pp | 69.4%+25.8pp |
| Annual return | 0.27% | 4.56%-4.3pp | -70.30%+70.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,737 | $1,831+49.5% | $2,322+17.9% | $2,098+30.5% |
| Participant deferral / active EE | $1,408 | $2,803-49.8% | $2,953-52.3% | $3,265-56.9% |
| Admin fee / account holder | $35 | $66-46.6% | $5,892-99.4% | $92-61.7% |