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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,293 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,200 | $56,540-53.7% | $185,849-85.9% | $86,821-69.8% |
| Participation rate | 65.6% | 65.5%+0.1pp | 81.7%-16.1pp | 72.3%-6.7pp |
| Annual return | 9.46% | 118.20%-108.7pp | 122.10%-112.6pp | 97.94%-88.5pp |
| Employer contribution / active EE | $681 | $1,844-63.1% | $5,169-86.8% | $2,406-71.7% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $32 | $150-78.4% | $16,244-99.8% | $170-81.0% |