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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,795 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,547 | $48,116-34.4% | $99,475-68.3% | $77,775-59.4% |
| Participation rate | 32.0% | 60.0%-27.9pp | 73.8%-41.8pp | 73.2%-41.2pp |
| Annual return | 22.81% | 23.23%-0.4pp | 30.72%-7.9pp | 32.58%-9.8pp |
| Employer contribution / active EE | $641 | $1,057-39.3% | $2,540-74.8% | $2,504-74.4% |
| Participant deferral / active EE | $1,037 | $2,238-53.6% | $3,619-71.3% | $3,966-73.8% |
| Admin fee / account holder | $153 | $87+74.7% | $6,252-97.6% | $100+52.5% |