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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,827 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,146 | $32,037-83.9% | $69,182-92.6% | $62,881-91.8% |
| Participation rate | 72.3% | 43.4%+28.9pp | 55.1%+17.2pp | 69.3%+3.0pp |
| Annual return | 5.10% | 15.16%-10.1pp | -21.93%+27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,160 | $1,185-2.2% | $1,897-38.9% | $3,203-63.8% |
| Admin fee / account holder | $12 | $2,608-99.5% | $2,697-99.5% | $4,296-99.7% |