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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,255 |
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 | $46,070 | $61,473-25.1% | $81,930-43.8% | $73,409-37.2% |
| Participation rate | 96.4% | 72.4%+24.0pp | 72.0%+24.4pp | 72.2%+24.2pp |
| Annual return | 2.88% | 28.26%-25.4pp | 29.49%-26.6pp | 59.29%-56.4pp |
| Employer contribution / active EE | $3,083 | $1,898+62.4% | $4,310-28.5% | $2,234+38.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $125-99.4% | $5,158-100.0% | $158-99.5% |