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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,318 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $6,223 |
Employer contribution per participant 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 | $15,472 | $69,383-77.7% | $101,264-84.7% | $73,493-78.9% |
| Participation rate | 82.1% | 68.4%+13.7pp | 75.8%+6.3pp | 70.7%+11.4pp |
| Annual return | 28.99% | 18.46%+10.5pp | 46.48%-17.5pp | 28.51%+0.5pp |
| Employer contribution / active EE | $517 | $2,628-80.3% | $3,660-85.9% | $2,270-77.2% |
| Participant deferral / active EE | $1,912 | $3,301-42.1% | $4,370-56.2% | $3,740-48.9% |
| Admin fee / account holder | $2 | $704-99.7% | $5,947-100.0% | $513-99.6% |