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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Other fees; Securities brokerage; Oth... | $1,569 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,170 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,591 | $41,281-38.0% | $109,313-76.6% | $57,658-55.6% |
| Participation rate | 11.8% | 59.3%-47.6pp | 71.3%-59.5pp | 70.2%-58.5pp |
| Annual return | 5.68% | 8.97%-3.3pp | 22.07%-16.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $180 | $2,223-91.9% | $3,166-94.3% | $3,061-94.1% |
| Admin fee / account holder | $18 | $75-75.7% | $5,666-99.7% | $95-80.7% |