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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $8,441 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $27,071 | $63,314-57.2% | $91,004-70.3% | $62,293-56.5% |
| Participation rate | 65.3% | 73.3%-8.0pp | 75.6%-10.3pp | 69.5%-4.2pp |
| Annual return | 16.15% | 21.00%-4.8pp | 4.60%+11.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $178 | $1,807-90.1% | $2,456-92.7% | $2,042-91.3% |
| Participant deferral / active EE | $1,665 | $2,944-43.4% | $3,548-53.1% | $3,169-47.5% |
| Admin fee / account holder | $35 | $468-92.6% | $5,417-99.4% | $479-92.8% |