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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Acc... | $322,435 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 16 1 NORTH JEFFERSON ST. · ST. LOUIS, MO 63103 | Consulting | $67,080 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $33,761 | $34,220-1.3% | $73,836-54.3% | $59,188-43.0% |
| Participation rate | 41.9% | 59.1%-17.2pp | 73.4%-31.5pp | 69.4%-27.5pp |
| Annual return | 1.63% | 3.36%-1.7pp | 2268.06%-2266.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $84 | $1,480-94.3% | $2,787-97.0% | $2,098-96.0% |
| Participant deferral / active EE | $1,706 | $2,035-16.2% | $3,583-52.4% | $3,265-47.7% |
| Admin fee / account holder | $9 | $64-86.1% | $4,882-99.8% | $92-90.4% |