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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $35,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,682 | $51,620+62.1% | $90,300-7.3% | $65,185+28.4% |
| Participation rate | 59.0% | 68.6%-9.6pp | 73.3%-14.2pp | 70.2%-11.2pp |
| Annual return | 19.38% | 24.94%-5.6pp | 78.11%-58.7pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,286 | $2,871+49.3% | $3,884+10.3% | $3,514+22.0% |
| Admin fee / account holder | $212 | $384-44.8% | $5,353-96.0% | $847-74.9% |