Filed December 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $4,500 |
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 | $57,238 | $65,118-12.1% | $76,767-25.4% | $55,725+2.7% |
| Participation rate | 89.9% | 79.6%+10.3pp | 77.0%+13.0pp | 70.9%+19.1pp |
| Annual return | -8.33% | -1.27%-7.1pp | 2.43%-10.8pp | 244.93%-253.3pp |
| Employer contribution / active EE | $2,065 | $1,941+6.4% | $2,485-16.9% | $2,078-0.7% |
| Participant deferral / active EE | $5,288 | $3,688+43.4% | $3,852+37.3% | $3,356+57.6% |
| Admin fee / account holder | $139 | $116+20.1% | $6,675-97.9% | $115+20.8% |