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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $363,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,511 | $48,835-62.1% | $170,436-89.1% | $177,276-89.6% |
| Participation rate | 50.6% | 72.1%-21.5pp | 83.6%-33.0pp | 74.8%-24.3pp |
| Annual return | 10.96% | 19.44%-8.5pp | 205.94%-195.0pp | 21.25%-10.3pp |
| Employer contribution / active EE | $379 | $1,798-78.9% | $5,433-93.0% | $2,479-84.7% |
| Participant deferral / active EE | $1,144 | $2,757-58.5% | $4,939-76.8% | $3,881-70.5% |
| Admin fee / account holder | $75 | $52+44.1% | $13,880-99.5% | $154-51.4% |