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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,208 | $23,224-94.8% | $71,086-98.3% | $55,725-97.8% |
| Participation rate | 8.3% | 37.9%-29.6pp | 54.7%-46.3pp | 70.9%-62.5pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $102 | $929-89.0% | $1,874-94.6% | $3,356-97.0% |
| Admin fee / account holder | $2 | $118-98.0% | $3,082-99.9% | $115-97.9% |