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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $8,009 | $99,649-92.0% | $78,775-89.8% | $147,587-94.6% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 15.35% | 47.29%-31.9pp | 35.62%-20.3pp | 578.60%-563.3pp |
| Employer contribution / active EE | $3,228 | $2,796+15.5% | $1,986+62.6% | $4,876-33.8% |
| Participant deferral / active EE | $6,818 | $3,664+86.1% | $2,958+130.5% | $5,439+25.4% |
| Admin fee / account holder | $44 | $7,153-99.4% | $5,132-99.2% | $10,886-99.6% |