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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $223,426 |
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 | $44,203 | $65,708-32.7% | $76,817-42.5% | $77,787-43.2% |
| Participation rate | 96.3% | 79.0%+17.3pp | 72.1%+24.2pp | 73.2%+23.1pp |
| Annual return | 9.77% | 49.86%-40.1pp | 1166.11%-1156.3pp | 32.57%-22.8pp |
| Employer contribution / active EE | $3,059 | $2,167+41.1% | $2,302+32.9% | $2,504+22.1% |
| Participant deferral / active EE | $1,907 | $3,254-41.4% | $3,336-42.8% | $3,967-51.9% |
| Admin fee / account holder | $148 | $91+63.2% | $6,420-97.7% | $100+48.1% |