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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,083 | $52,467-67.4% | $57,179-70.1% | $55,167-69.0% |
| Participation rate | 60.7% | 75.8%-15.2pp | 75.3%-14.7pp | 69.0%-8.3pp |
| Annual return | 1.89% | 7.72%-5.8pp | 14.59%-12.7pp | 169.23%-167.3pp |
| Employer contribution / active EE | $1,574 | $2,477-36.5% | $2,682-41.3% | $1,963-19.8% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $93 | $269-65.4% | $3,139-97.0% | $504-81.5% |