Filed December 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,507 |
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 | $69,399 | $73,404-5.5% | $87,103-20.3% | $67,582+2.7% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 21.04% | 48.29%-27.2pp | 28.19%-7.1pp | 378.57%-357.5pp |
| Employer contribution / active EE | $1,926 | $2,014-4.4% | $2,521-23.6% | $2,148-10.3% |
| Participant deferral / active EE | $5,261 | $3,913+34.5% | $4,049+29.9% | $3,539+48.6% |
| Admin fee / account holder | $82 | $142-41.9% | $7,491-98.9% | $142-42.2% |