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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $218 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,555 | $50,106+0.9% | $69,779-27.5% | $57,658-12.3% |
| Participation rate | 92.5% | 70.9%+21.7pp | 71.8%+20.7pp | 70.2%+22.3pp |
| Annual return | 0.30% | 14.58%-14.3pp | 12.99%-12.7pp | 5.13%-4.8pp |
| Employer contribution / active EE | $2,853 | $1,739+64.0% | $2,338+22.0% | $1,974+44.5% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $89-99.3% | $4,381-100.0% | $95-99.4% |