Filed July 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $789 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $599 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,794 | $56,540+7.5% | $185,849-67.3% | $86,821-30.0% |
| Participation rate | 2.8% | 65.5%-62.8pp | 81.7%-78.9pp | 72.3%-69.5pp |
| Annual return | 14.59% | 118.20%-103.6pp | 122.10%-107.5pp | 97.94%-83.4pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $126 | $2,555-95.1% | $5,569-97.7% | $4,132-97.0% |
| Admin fee / account holder | $35 | $150-76.9% | $16,244-99.8% | $170-79.6% |