Filed March 25, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,020 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,379 | $60,124-29.5% | $90,404-53.1% | $79,858-46.9% |
| Participation rate | 98.5% | 65.0%+33.5pp | 72.7%+25.8pp | 69.6%+28.9pp |
| Annual return | 14.80% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,649 | $2,068+28.1% | $3,262-18.8% | $2,471+7.2% |
| Participant deferral / active EE | $5,880 | $2,938+100.1% | $3,963+48.4% | $3,740+57.2% |
| Admin fee / account holder | $81 | $3,976-98.0% | $5,611-98.6% | $5,306-98.5% |