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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,785 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1545819 | Securities brokerage commissions and ... | $1,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,077 | $177,276-65.5% | $185,117-67.0% | $177,276-65.5% |
| Participation rate | 34.9% | 74.8%-39.9pp | 77.3%-42.4pp | 74.8%-39.9pp |
| Annual return | 15.24% | 21.25%-6.0pp | 40.50%-25.3pp | 21.25%-6.0pp |
| Employer contribution / active EE | $634 | $2,479-74.4% | $4,182-84.8% | $2,479-74.4% |
| Participant deferral / active EE | $1,321 | $3,881-66.0% | $5,045-73.8% | $3,881-66.0% |
| Admin fee / account holder | $30 | $154-80.7% | $8,159-99.6% | $154-80.7% |