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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,681 |
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 | $40,373 | $77,559-47.9% | $68,793-41.3% | $75,289-46.4% |
| Participation rate | 96.9% | 78.3%+18.6pp | 72.2%+24.7pp | 72.4%+24.5pp |
| Annual return | -0.56% | -1.01%+0.5pp | -4.63%+4.1pp | -0.04%-0.5pp |
| Employer contribution / active EE | $2,947 | $1,993+47.9% | $2,625+12.3% | $2,405+22.5% |
| Participant deferral / active EE | $1,786 | $3,128-42.9% | $3,311-46.1% | $3,739-52.2% |
| Admin fee / account holder | $75 | $90-17.0% | $5,131-98.5% | $102-26.7% |