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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,426 | $74,552-43.1% | $62,995-32.7% | $69,631-39.1% |
| Participation rate | 21.8% | 78.3%-56.5pp | 74.8%-53.0pp | 70.7%-48.9pp |
| Annual return | 8.88% | 15.77%-6.9pp | 87.57%-78.7pp | 27571.02%-27562.1pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $576 | $2,974-80.7% | $3,329-82.7% | $3,224-82.1% |
| Admin fee / account holder | $241 | $59+305.9% | $3,600-93.3% | $110+118.4% |