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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,600 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $705 | $407,990-99.8% | $121,220-99.4% | $75,289-99.1% |
| Participation rate | 63.6% | 59.5%+4.1pp | 71.8%-8.2pp | 72.4%-8.8pp |
| Annual return | 0.00% | 2.93%-2.9pp | 16.94%-16.9pp | -0.04%0pp |
| Employer contribution / active EE | $380 | $1,846-79.4% | $4,023-90.6% | $2,405-84.2% |
| Participant deferral / active EE | $0 | $2,201-100.0% | $3,345-100.0% | $3,739-100.0% |
| Admin fee / account holder | $12 | $455-97.4% | $5,021-99.8% | $102-88.5% |