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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,959 | $28,416-22.7% | $73,545-70.1% | $69,631-68.5% |
| Participation rate | 44.6% | 38.3%+6.3pp | 54.9%-10.3pp | 70.7%-26.0pp |
| Annual return | 18.09% | -694.13%+712.2pp | -15.16%+33.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $764 | $430+77.5% | $1,219-37.3% | $2,032-62.4% |
| Participant deferral / active EE | $1,027 | $897+14.5% | $1,806-43.1% | $3,224-68.1% |
| Admin fee / account holder | $83 | $104-20.3% | $2,320-96.4% | $110-24.7% |