Filed May 22, 2025
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,111 | $52,149-51.8% | $122,354-79.5% | $77,958-67.8% |
| Participation rate | 58.1% | 58.6%-0.5pp | 71.6%-13.5pp | 71.6%-13.5pp |
| Annual return | 18.68% | 17.75%+0.9pp | 30.28%-11.6pp | 20.87%-2.2pp |
| Employer contribution / active EE | $779 | $1,750-55.5% | $4,051-80.8% | $2,310-66.3% |
| Participant deferral / active EE | $765 | $2,114-63.8% | $3,287-76.7% | $3,537-78.4% |
| Admin fee / account holder | $74 | $93-20.5% | $5,479-98.6% | $97-23.9% |