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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $26,889 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 38 · EIN 35-0145825 | Participant Communication | $3,017 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,235 | $65,376+9.0% | $87,104-18.2% | $65,185+9.3% |
| Participation rate | 58.4% | 75.3%-16.9pp | 76.9%-18.5pp | 70.2%-11.8pp |
| Annual return | 24.65% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $347 | $1,822-80.9% | $2,521-86.2% | $2,177-84.0% |
| Participant deferral / active EE | $2,037 | $3,388-39.9% | $4,048-49.7% | $3,514-42.0% |
| Admin fee / account holder | $306 | $520-41.2% | $7,491-95.9% | $847-63.9% |