Filed March 14, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $46,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,734 | $60,261+105.3% | $81,783+51.3% | $74,546+66.0% |
| Participation rate | 88.9% | 62.9%+26.0pp | 72.4%+16.5pp | 67.2%+21.7pp |
| Annual return | 12.81% | 16.88%-4.1pp | 775.05%-762.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,441 | $2,622-6.9% | $2,913-16.2% | $2,624-7.0% |
| Participant deferral / active EE | $9,700 | $3,388+186.3% | $4,320+124.5% | $4,347+123.1% |
| Admin fee / account holder | $5 | $1,482-99.7% | $7,380-99.9% | $1,944-99.7% |