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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,493 | $31,370+140.7% | $74,577+1.2% | $63,975+18.0% |
| Participation rate | 85.5% | 42.6%+42.9pp | 68.1%+17.4pp | 71.1%+14.4pp |
| Annual return | 7.65% | -105.16%+112.8pp | 20.47%-12.8pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,132 | $822+281.1% | $2,525+24.0% | $2,182+43.6% |
| Participant deferral / active EE | $3,334 | $1,560+113.7% | $3,458-3.6% | $3,356-0.7% |
| Admin fee / account holder | $49 | $77-36.2% | $4,138-98.8% | $70-30.5% |