Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 62 · EIN 94-1347393 | Float revenue; Recordkeeping fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,550 | $174,559-71.6% | $105,387-53.0% | $67,584-26.7% |
| Participation rate | 99.7% | 88.2%+11.5pp | 82.6%+17.2pp | 71.3%+28.4pp |
| Annual return | 5.92% | 23.63%-17.7pp | 26.82%-20.9pp | 378.59%-372.7pp |
| Employer contribution / active EE | $462 | $4,874-90.5% | $4,213-89.0% | $2,148-78.5% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $5,502-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $270-100.0% | $6,559-100.0% | $142-100.0% |