Filed October 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $53,852 |
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 | $99,304 | $80,753+23.0% | $136,297-27.1% | $62,293+59.4% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 15.60% | 35.83%-20.2pp | 5156.16%-5140.6pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,056 | $2,884+6.0% | $4,696-34.9% | $2,042+49.7% |
| Participant deferral / active EE | $6,751 | $5,164+30.7% | $6,247+8.1% | $3,169+113.0% |
| Admin fee / account holder | $293 | $525-44.3% | $9,244-96.8% | $479-39.0% |