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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,990 | $59,188-69.6% | $40,757-55.9% | $59,188-69.6% |
| Participation rate | 51.7% | 69.4%-17.7pp | 79.3%-27.6pp | 69.4%-17.7pp |
| Annual return | -0.85% | 5.51%-6.4pp | -0.50%-0.3pp | 5.51%-6.4pp |
| Employer contribution / active EE | $671 | $2,098-68.0% | $3,004-77.7% | $2,098-68.0% |
| Participant deferral / active EE | $1,146 | $3,265-64.9% | $3,485-67.1% | $3,265-64.9% |
| Admin fee / account holder | $9 | $92-89.7% | $4,272-99.8% | $92-89.7% |