Filed August 4, 2015 (most recent of 4 filings on file)
Total covered: 22 employees
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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 | $45,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,648 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,735 | $51,466-40.3% | $78,778-61.0% | $62,293-50.7% |
| Participation rate | 92.4% | 59.8%+32.6pp | 69.2%+23.2pp | 69.5%+22.9pp |
| Annual return | 19.63% | 19.96%-0.3pp | 35.62%-16.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,120 | $827+35.3% | $1,986-43.6% | $2,042-45.2% |
| Participant deferral / active EE | $8,045 | $2,147+274.6% | $2,958+171.9% | $3,169+153.8% |
| Admin fee / account holder | $3 | $489-99.4% | $5,134-99.9% | $479-99.3% |