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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $174,038 |
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 | $40,851 | $123,286-66.9% | $75,670-46.0% | $77,958-47.6% |
| Participation rate | 96.7% | 78.8%+17.9pp | 72.3%+24.3pp | 71.6%+25.0pp |
| Annual return | 6.81% | 20.45%-13.6pp | 27.34%-20.5pp | 20.87%-14.1pp |
| Employer contribution / active EE | $2,809 | $2,035+38.0% | $2,352+19.4% | $2,310+21.6% |
| Participant deferral / active EE | $1,525 | $3,095-50.7% | $3,142-51.5% | $3,537-56.9% |
| Admin fee / account holder | $37 | $144-74.3% | $5,800-99.4% | $97-62.0% |