Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,120 |
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 | $179,057 | $66,302+170.1% | $110,243+62.4% | $56,289+218.1% |
| Participation rate | 98.7% | 74.9%+23.8pp | 79.8%+18.9pp | 69.9%+28.8pp |
| Annual return | -4.30% | -1.18%-3.1pp | 314.76%-319.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $12,200 | $2,047+495.9% | $3,827+218.8% | $2,111+477.9% |
| Participant deferral / active EE | $7,553 | $3,381+123.4% | $4,672+61.7% | $3,350+125.5% |
| Admin fee / account holder | $298 | $698-57.3% | $8,548-96.5% | $521-42.8% |