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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,382 |
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.
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 | $42,256 | $70,083-39.7% | $59,878-29.4% | $55,725-24.2% |
| Participation rate | 14.8% | 78.4%-63.5pp | 74.7%-59.9pp | 70.9%-56.0pp |
| Annual return | 6.55% | 3.13%+3.4pp | 3.46%+3.1pp | 244.93%-238.4pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $505 | $3,079-83.6% | $3,402-85.2% | $3,356-85.0% |
| Admin fee / account holder | $262 | $70+272.9% | $3,590-92.7% | $115+127.7% |