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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,767 | $75,183+0.8% | $123,894-38.8% | $55,167+37.3% |
| Participation rate | 52.1% | 72.8%-20.7pp | 81.4%-29.3pp | 69.0%-16.9pp |
| Annual return | 7.05% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,665 | $5,084-27.9% | $5,984-38.8% | $3,054+20.0% |
| Admin fee / account holder | $69 | $663-89.6% | $8,357-99.2% | $504-86.4% |