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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,822 |
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 | $53,113 | $65,118-18.4% | $76,767-30.8% | $55,725-4.7% |
| Participation rate | 66.5% | 79.6%-13.1pp | 77.0%-10.4pp | 70.9%-4.3pp |
| Annual return | 1.51% | -1.27%+2.8pp | 2.43%-0.9pp | 244.93%-243.4pp |
| Employer contribution / active EE | $932 | $1,941-52.0% | $2,485-62.5% | $2,078-55.1% |
| Participant deferral / active EE | $2,318 | $3,688-37.2% | $3,852-39.8% | $3,356-30.9% |
| Admin fee / account holder | $103 | $116-11.2% | $6,675-98.5% | $115-10.7% |