Filed November 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $145,356 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,579 | $73,125-7.6% | $125,180-46.0% | $77,775-13.1% |
| Participation rate | 92.9% | 79.4%+13.5pp | 79.8%+13.2pp | 73.2%+19.7pp |
| Annual return | 27.31% | 24.71%+2.6pp | 43.79%-16.5pp | 32.58%-5.3pp |
| Employer contribution / active EE | $1,793 | $2,413-25.7% | $3,866-53.6% | $2,504-28.4% |
| Participant deferral / active EE | $5,522 | $3,966+39.2% | $4,937+11.9% | $3,966+39.3% |
| Admin fee / account holder | $126 | $89+41.2% | $9,703-98.7% | $100+26.2% |