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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,972 |
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 | $99,469 | $37,039+168.6% | $147,618-32.6% | $59,188+68.1% |
| Participation rate | 20.1% | 63.8%-43.6pp | 84.6%-64.5pp | 69.4%-49.3pp |
| Annual return | -0.35% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,269 | $1,353-6.2% | $5,564-77.2% | $2,098-39.5% |
| Participant deferral / active EE | $2,259 | $2,094+7.9% | $4,895-53.9% | $3,265-30.8% |
| Admin fee / account holder | $256 | $60+325.8% | $11,612-97.8% | $92+178.0% |