Filed November 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $117,486 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,000 |
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 | $74,179 | $71,666+3.5% | $117,861-37.1% | $69,631+6.5% |
| Participation rate | 91.7% | 77.5%+14.1pp | 79.7%+12.0pp | 70.7%+21.0pp |
| Annual return | 17.85% | 18.86%-1.0pp | 335.11%-317.3pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,844 | $1,889-2.4% | $3,786-51.3% | $2,032-9.3% |
| Participant deferral / active EE | $5,915 | $3,340+77.1% | $4,482+32.0% | $3,224+83.5% |
| Admin fee / account holder | $151 | $120+25.6% | $8,021-98.1% | $110+36.8% |