Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $221,737 | $86,341+156.8% | $125,195+77.1% | $65,186+240.2% |
| Participation rate | 98.7% | 75.3%+23.4pp | 79.8%+18.9pp | 70.2%+28.5pp |
| Annual return | 24.74% | 27.44%-2.7pp | 43.79%-19.1pp | 29.39%-4.6pp |
| Employer contribution / active EE | $14,146 | $2,040+593.6% | $3,866+265.9% | $2,177+549.9% |
| Participant deferral / active EE | $8,096 | $3,538+128.8% | $4,937+64.0% | $3,514+130.4% |
| Admin fee / account holder | $263 | $609-56.8% | $9,704-97.3% | $847-68.9% |