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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $164,293 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,654 | $58,758-34.2% | $70,014-44.8% | $63,975-39.6% |
| Participation rate | 94.7% | 77.5%+17.2pp | 71.8%+22.9pp | 71.1%+23.6pp |
| Annual return | 2.98% | 18.05%-15.1pp | 12.99%-10.0pp | 48.65%-45.7pp |
| Employer contribution / active EE | $2,738 | $1,973+38.8% | $2,338+17.1% | $2,182+25.5% |
| Participant deferral / active EE | $1,379 | $2,912-52.6% | $2,931-53.0% | $3,356-58.9% |
| Admin fee / account holder | $31 | $71-55.8% | $4,380-99.3% | $70-55.5% |