Filed October 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,669 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,689 | $75,183+24.6% | $123,894-24.4% | $55,167+69.8% |
| Participation rate | 92.5% | 72.8%+19.6pp | 81.4%+11.1pp | 69.0%+23.5pp |
| Annual return | 6.85% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,520 | $2,823-46.2% | $4,617-67.1% | $1,963-22.6% |
| Participant deferral / active EE | $6,403 | $5,084+25.9% | $5,984+7.0% | $3,054+109.6% |
| Admin fee / account holder | $242 | $663-63.4% | $8,357-97.1% | $504-51.9% |