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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 49 · EIN 41-0449260 | Other Services | $63,521 |
GUTIERREZ, MARTINEZ & CO LLP7+ 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.
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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -15.52% | 93.59%-109.1pp | 22.50%-38.0pp | 39.82%-55.3pp |
| Employer contribution / active EE | $6,157 | $17,832-65.5% | $33,849-81.8% | $19,980-69.2% |
| Participant deferral / active EE | $335 | $1,653-79.7% | $101+232.1% | $614-45.4% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |