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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $212,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,101 | $30,979+129.5% | $67,704+5.0% | $59,188+20.1% |
| Participation rate | 85.7% | 40.5%+45.2pp | 67.5%+18.2pp | 69.4%+16.3pp |
| Annual return | 0.04% | -1.74%+1.8pp | 25.41%-25.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,063 | $807+279.3% | $2,559+19.7% | $2,098+46.0% |
| Participant deferral / active EE | $3,084 | $1,603+92.4% | $3,585-14.0% | $3,265-5.5% |
| Admin fee / account holder | $114 | $81+40.4% | $4,255-97.3% | $92+23.3% |