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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 13200 FOUNTAINHEAD PLAZA · HAGERSTOWN, MD 21742 | Advisory (Participants) | $6,152 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,764 | $59,584-43.3% | $86,874-61.1% | $79,386-57.5% |
| Participation rate | 58.8% | 67.7%-8.8pp | 71.6%-12.8pp | 70.7%-11.9pp |
| Annual return | 13.46% | 23.15%-9.7pp | 63.52%-50.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $320 | $1,768-81.9% | $2,495-87.2% | $2,427-86.8% |
| Participant deferral / active EE | $1,545 | $3,036-49.1% | $3,699-58.2% | $4,046-61.8% |
| Admin fee / account holder | $283 | $604-53.1% | $5,828-95.1% | $626-54.8% |