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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,650 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $5,078 |
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.
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 | $5,368 | $40,174-86.6% | $84,015-93.6% | $67,579-92.1% |
| Participation rate | 66.2% | 62.7%+3.5pp | 69.0%-2.8pp | 71.3%-5.1pp |
| Annual return | 26.21% | 25.82%+0.4pp | 71.31%-45.1pp | 378.56%-352.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $627 | $2,301-72.8% | $3,239-80.7% | $3,539-82.3% |
| Admin fee / account holder | $21 | $128-83.6% | $6,101-99.7% | $142-85.2% |