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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ 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 | $382,341 | $91,552+317.6% | $133,956+185.4% | $79,858+378.8% |
| Participation rate | 60.6% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.1pp |
| Annual return | 13.62% | 61.85%-48.2pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $15,945 | $2,384+569.0% | $3,919+306.9% | $2,471+545.3% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |