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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $616 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,738 | $70,002-81.8% | $115,038-88.9% | $52,331-75.7% |
| Participation rate | 66.3% | 72.1%-5.8pp | 81.4%-15.1pp | 68.1%-1.8pp |
| Annual return | -18.28% | 4.04%-22.3pp | 26.14%-44.4pp | 4.54%-22.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,948 | $4,920-19.7% | $6,026-34.5% | $3,022+30.7% |
| Admin fee / account holder | $34 | $566-94.1% | $8,175-99.6% | $592-94.3% |