Filed November 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 51 · EIN 34-1542819 | Investment Mgmt Fees | $500,140 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.91% | 4.01%-7.9pp | -2.01%-1.9pp | 1.67%-5.6pp |
| Employer contribution / active EE | $8,219 | $6,352+29.4% | $34,453-76.1% | $10,506-21.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |