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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Service code 49 · EIN 41-0449260 | Other Services | $119,625 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,123 |
GUTIERREZ, MARTINEZ & CO LLP10+ years Service code 10 · EIN 46-4553305 | Accounting | $15,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 9.47% | 8.39%+1.1pp | 31.38%-21.9pp | 8.39%+1.1pp |
| Employer contribution / active EE | $4,536 | $18,340-75.3% | $24,632-81.6% | $18,340-75.3% |
| Participant deferral / active EE | $363 | $1,279-71.6% | $181+100.4% | $1,279-71.6% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |