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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,971 |
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 | $116,417 | $46,100+152.5% | $86,582+34.5% | $69,631+67.2% |
| Participation rate | 66.5% | 67.2%-0.7pp | 73.5%-7.1pp | 70.7%-4.2pp |
| Annual return | 20.36% | 21.02%-0.7pp | 965.08%-944.7pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $3,268 | $1,850+76.7% | $2,839+15.1% | $2,032+60.8% |
| Participant deferral / active EE | $7,741 | $2,432+218.3% | $3,609+114.5% | $3,224+140.1% |
| Admin fee / account holder | $178 | $94+89.8% | $4,904-96.4% | $110+61.3% |