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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $79,888 | $48,064+66.2% | $78,778+1.4% | $69,631+14.7% |
| Participation rate | 48.9% | 61.6%-12.7pp | 69.2%-20.3pp | 70.7%-21.8pp |
| Annual return | 17.21% | 21.81%-4.6pp | 35.62%-18.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,579 | $744+112.4% | $1,986-20.5% | $2,032-22.3% |
| Participant deferral / active EE | $3,035 | $2,079+46.0% | $2,958+2.6% | $3,224-5.9% |
| Admin fee / account holder | $214 | $152+40.9% | $5,134-95.8% | $110+93.9% |