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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $259,280 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,345 | $52,149-66.7% | $122,332-85.8% | $77,958-77.8% |
| Participation rate | 98.0% | 58.6%+39.5pp | 71.6%+26.4pp | 71.6%+26.4pp |
| Annual return | 17.19% | 17.75%-0.6pp | 30.27%-13.1pp | 20.87%-3.7pp |
| Employer contribution / active EE | $503 | $1,750-71.3% | $4,050-87.6% | $2,310-78.2% |
| Participant deferral / active EE | $1,861 | $2,114-12.0% | $3,287-43.4% | $3,537-47.4% |
| Admin fee / account holder | $66 | $93-29.5% | $5,478-98.8% | $97-32.5% |