Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,573 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,693 | $25,723+38.8% | $69,182-48.4% | $55,167-35.3% |
| Participation rate | 22.4% | 39.4%-17.1pp | 55.1%-32.7pp | 69.0%-46.6pp |
| Annual return | 5.52% | 9.56%-4.0pp | -21.93%+27.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $412 | $480-14.2% | $1,206-65.8% | $1,963-79.0% |
| Participant deferral / active EE | $704 | $963-26.9% | $1,897-62.9% | $3,054-77.0% |
| Admin fee / account holder | $228 | $365-37.4% | $2,697-91.5% | $504-54.7% |