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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVSRS INS. AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $37,868 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $21,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $129,266 | $84,556+52.9% | $116,228+11.2% | $74,304+74.0% |
| Participation rate | 56.7% | 66.0%-9.4pp | 74.6%-17.9pp | 60.3%-3.7pp |
| Annual return | 8.09% | 18.35%-10.3pp | 90.06%-82.0pp | 29.43%-21.3pp |
| Employer contribution / active EE | $2,218 | $2,168+2.3% | $2,994-25.9% | $2,241-1.0% |
| Participant deferral / active EE | $3,327 | $3,814-12.8% | $4,953-32.8% | $3,767-11.7% |
| Admin fee / account holder | $277 | $3,792-92.7% | $11,989-97.7% | $2,969-90.7% |