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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $127,465 | $44,989+183.3% | $170,442-25.2% | $77,958+63.5% |
| Participation rate | 22.5% | 64.6%-42.1pp | 83.6%-61.1pp | 71.6%-49.1pp |
| Annual return | 15.43% | 19.61%-4.2pp | 205.93%-190.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,275 | $1,466-13.1% | $5,433-76.5% | $2,310-44.8% |
| Participant deferral / active EE | $2,343 | $2,208+6.1% | $4,939-52.6% | $3,537-33.7% |
| Admin fee / account holder | $248 | $69+260.1% | $13,880-98.2% | $97+155.0% |