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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,591 | $75,183-34.0% | $123,894-60.0% | $55,167-10.1% |
| Participation rate | 52.9% | 72.8%-19.9pp | 81.4%-28.5pp | 69.0%-16.0pp |
| Annual return | 7.40% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,550 | $2,823-45.1% | $4,617-66.4% | $1,963-21.0% |
| Participant deferral / active EE | $3,639 | $5,084-28.4% | $5,984-39.2% | $3,054+19.1% |
| Admin fee / account holder | $158 | $663-76.1% | $8,357-98.1% | $504-68.6% |