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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,657 |
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 | $8,705 | $100,801-91.4% | $149,730-94.2% | $73,412-88.1% |
| Participation rate | 92.0% | 77.7%+14.3pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 15.17% | 265.34%-250.2pp | 276.70%-261.5pp | 59.30%-44.1pp |
| Employer contribution / active EE | $1,170 | $3,312-64.7% | $4,645-74.8% | $2,234-47.6% |
| Participant deferral / active EE | $1,630 | $6,404-74.5% | $6,843-76.2% | $3,806-57.2% |
| Admin fee / account holder | $21 | $181-88.3% | $9,310-99.8% | $158-86.5% |