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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,755 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,000 | $42,548-76.5% | $74,551-86.6% | $56,289-82.2% |
| Participation rate | 73.7% | 60.5%+13.2pp | 69.1%+4.5pp | 69.9%+3.8pp |
| Annual return | -1.43% | 12.40%-13.8pp | 32.53%-34.0pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $682 | $2,277-70.1% | $3,108-78.1% | $3,350-79.7% |
| Admin fee / account holder | $31 | $467-93.3% | $5,059-99.4% | $521-94.0% |