Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 62 · EIN 94-1347393 | Float revenue; Recordkeeping fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $54,184 | $138,427-60.9% | $97,995-44.7% | $69,634-22.2% |
| Participation rate | 99.7% | 90.0%+9.7pp | 82.4%+17.3pp | 70.7%+29.0pp |
| Annual return | 12.38% | 26.21%-13.8pp | 23.94%-11.6pp | 27572.26%-27559.9pp |
| Employer contribution / active EE | $0 | $4,858-100.0% | $4,158-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $7,165-100.0% | $5,097-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $5,943-100.0% | $110-100.0% |