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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,754 |
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 | $94,904 | $89,652+5.9% | $141,197-32.8% | $65,186+45.6% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.5%-13.7pp | 70.2%-1.5pp |
| Annual return | 21.71% | 32.79%-11.1pp | 71.41%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,738 | $5,691-16.7% | $6,710-29.4% | $3,514+34.8% |
| Admin fee / account holder | $76 | $569-86.7% | $10,265-99.3% | $847-91.1% |