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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36,751 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,748 | $64,286-58.4% | $90,951-70.6% | $73,409-63.6% |
| Participation rate | 51.9% | 63.6%-11.7pp | 69.0%-17.1pp | 72.2%-20.3pp |
| Annual return | 14.95% | 21.45%-6.5pp | 134.60%-119.7pp | 59.29%-44.3pp |
| Employer contribution / active EE | $19 | $895-97.9% | $2,122-99.1% | $2,234-99.1% |
| Participant deferral / active EE | $1,830 | $2,453-25.4% | $3,373-45.8% | $3,805-51.9% |
| Admin fee / account holder | $195 | $287-32.2% | $5,959-96.7% | $158+23.3% |