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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 MAC N9113-030 · ROSEVILLE, MA 55113 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $63,924-100.0% | $108,582-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 79.6%-79.6pp | 69.0%-69.0pp |
| Annual return | 8.50% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $10,893 | $1,879+479.7% | $3,758+189.8% | $1,963+455.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |