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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-0988389 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 999 - 3RD AVE., SUITE 4000 · SEATTLE, WA 98104 | Advisory (Plan) | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,585 | $50,898-71.3% | $171,082-91.5% | $55,167-73.6% |
| Participation rate | 55.2% | 63.3%-8.0pp | 76.7%-21.5pp | 69.0%-13.8pp |
| Annual return | 10.75% | 15.34%-4.6pp | 32.56%-21.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,137 | $1,433-20.7% | $4,002-71.6% | $1,963-42.1% |
| Participant deferral / active EE | $1,756 | $2,994-41.3% | $4,797-63.4% | $3,054-42.5% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |