Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 62 · EIN 94-1347393 | Recordkeeping fees; Float revenue | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,471 | $120,075-53.8% | $90,782-38.9% | $55,727-0.5% |
| Participation rate | 99.7% | 88.0%+11.7pp | 82.7%+17.1pp | 70.9%+28.9pp |
| Annual return | 13.67% | -3.47%+17.1pp | -3.42%+17.1pp | 244.94%-231.3pp |
| Employer contribution / active EE | $478 | $4,693-89.8% | $4,105-88.4% | $2,078-77.0% |
| Participant deferral / active EE | $0 | $6,826-100.0% | $5,366-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,908-100.0% | $115-100.0% |