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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $7,370 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,723 | $80,177-96.6% | $123,894-97.8% | $57,658-95.3% |
| Participation rate | 91.8% | 74.4%+17.3pp | 81.4%+10.3pp | 70.2%+21.5pp |
| Annual return | 29.72% | 17.90%+11.8pp | 47.52%-17.8pp | 5.13%+24.6pp |
| Employer contribution / active EE | $990 | $2,913-66.0% | $4,617-78.5% | $1,974-49.8% |
| Participant deferral / active EE | $1,244 | $5,130-75.8% | $5,984-79.2% | $3,061-59.4% |
| Admin fee / account holder | $18 | $106-83.1% | $8,357-99.8% | $95-81.0% |