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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $86,990 |
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 | $95,368 | $38,925+145.0% | $73,836+29.2% | $55,191+72.8% |
| Participation rate | 62.3% | 66.0%-3.7pp | 73.4%-11.1pp | 69.2%-6.8pp |
| Annual return | 1.31% | 6.31%-5.0pp | 2268.06%-2266.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,947 | $1,695+73.9% | $2,787+5.7% | $1,899+55.2% |
| Participant deferral / active EE | $6,803 | $2,351+189.4% | $3,583+89.9% | $3,046+123.3% |
| Admin fee / account holder | $207 | $83+149.4% | $4,882-95.8% | $91+127.6% |