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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,612 | $70,002-43.4% | $115,037-65.6% | $52,331-24.3% |
| Participation rate | 50.8% | 72.1%-21.3pp | 81.4%-30.6pp | 68.1%-17.3pp |
| Annual return | -0.13% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,684 | $4,920-45.4% | $6,026-55.5% | $3,022-11.2% |
| Admin fee / account holder | $172 | $566-69.7% | $8,175-97.9% | $592-71.0% |