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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $831 |
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 | $3,525 | $57,096-93.8% | $94,228-96.3% | $55,191-93.6% |
| Participation rate | 79.0% | 75.7%+3.3pp | 78.8%+0.2pp | 69.2%+9.9pp |
| Annual return | 0.00% | 159.65%-159.6pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $402 | $3,165-87.3% | $4,320-90.7% | $3,046-86.8% |
| Admin fee / account holder | $2 | $89-97.6% | $6,269-100.0% | $91-97.6% |