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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,678 | $83,477+287.7% | $125,175+158.6% | $72,985+343.5% |
| Participation rate | 67.5% | 73.3%-5.8pp | 79.8%-12.3pp | 69.5%-2.0pp |
| Annual return | 19.84% | 25.78%-5.9pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $15,044 | $2,345+541.5% | $3,865+289.2% | $2,440+516.6% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |