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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,953 | $52,639-39.3% | $185,117-82.7% | $62,292-48.7% |
| Participation rate | 41.3% | 63.9%-22.5pp | 77.3%-35.9pp | 69.5%-28.2pp |
| Annual return | 27.04% | 19.57%+7.5pp | 40.50%-13.5pp | 28.90%-1.9pp |
| Employer contribution / active EE | $622 | $1,483-58.0% | $4,182-85.1% | $2,042-69.5% |
| Participant deferral / active EE | $1,065 | $3,097-65.6% | $5,045-78.9% | $3,169-66.4% |
| Admin fee / account holder | $174 | $374-53.5% | $8,159-97.9% | $479-63.8% |