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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $38,033 | $138,075-72.5% | $123,552-69.2% | $135,379-71.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.04% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $9,582 | $5,152+86.0% | $4,628+107.0% | $4,779+100.5% |
| Participant deferral / active EE | $90,253 | $6,800+1227.3% | $6,426+1304.5% | $5,609+1509.1% |
| Admin fee / account holder | $199 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |