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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $73,819 |
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 | $98,369 | $39,859+146.8% | $78,676+25.0% | $57,658+70.6% |
| Participation rate | 63.4% | 66.1%-2.7pp | 73.6%-10.2pp | 70.2%-6.8pp |
| Annual return | 10.12% | 18.96%-8.8pp | 62.19%-52.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $3,030 | $1,786+69.7% | $2,850+6.3% | $1,974+53.5% |
| Participant deferral / active EE | $6,973 | $2,248+210.2% | $3,517+98.3% | $3,061+127.8% |
| Admin fee / account holder | $157 | $76+106.2% | $4,510-96.5% | $95+66.1% |