Filed September 29, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $16,467 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | -3.21% | 8.70%-11.9pp | 6.78%-10.0pp | 9.29%-12.5pp |
| Employer contribution / active EE | $5,952 | $9,971-40.3% | $28,542-79.1% | $15,168-60.8% |
| Participant deferral / active EE | $1,353 | $861+57.1% | $763+77.2% | $67+1912.8% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |