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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,253 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,816 | $54,281-83.8% | $60,547-85.4% | $59,188-85.1% |
| Participation rate | 48.9% | 66.8%-17.9pp | 68.0%-19.1pp | 69.4%-20.5pp |
| Annual return | -0.74% | 1.74%-2.5pp | 335.64%-336.4pp | 5.51%-6.2pp |
| Employer contribution / active EE | $298 | $2,031-85.3% | $2,419-87.7% | $2,098-85.8% |
| Participant deferral / active EE | $600 | $2,789-78.5% | $3,328-82.0% | $3,265-81.6% |
| Admin fee / account holder | $60 | $64-6.4% | $4,536-98.7% | $92-34.6% |