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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,258 |
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.
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 | $15,815 | $57,976-72.7% | $62,995-74.9% | $62,292-74.6% |
| Participation rate | 63.7% | 75.9%-12.2pp | 74.8%-11.1pp | 69.5%-5.8pp |
| Annual return | 5.78% | 17.54%-11.8pp | 87.57%-81.8pp | 28.90%-23.1pp |
| Employer contribution / active EE | $1,610 | $2,415-33.3% | $2,759-41.6% | $2,042-21.2% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $102 | $276-63.1% | $3,600-97.2% | $479-78.8% |