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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47,439 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $44,069 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,112 | $42,367-52.5% | $79,576-74.7% | $64,814-69.0% |
| Participation rate | 68.5% | 64.7%+3.7pp | 69.5%-1.0pp | 71.5%-3.0pp |
| Annual return | -11.88% | -12.23%+0.4pp | 0.15%-12.0pp | 32.84%-44.7pp |
| Employer contribution / active EE | $9 | $1,181-99.2% | $2,413-99.6% | $2,507-99.6% |
| Participant deferral / active EE | $3,139 | $3,170-1.0% | $3,985-21.2% | $4,310-27.2% |
| Admin fee / account holder | $184 | $160+15.6% | $6,834-97.3% | $188-1.8% |