Filed June 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,889 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVIISORS PCG Service code 27 | Advisory (Plan) | $21,803 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,760 | $57,108-16.4% | $94,229-49.3% | $52,331-8.7% |
| Participation rate | 89.8% | 72.9%+16.9pp | 78.8%+11.1pp | 68.1%+21.7pp |
| Annual return | 0.19% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $733 | $1,735-57.8% | $3,587-79.6% | $1,882-61.0% |
| Participant deferral / active EE | $2,823 | $3,040-7.1% | $4,320-34.7% | $3,022-6.6% |
| Admin fee / account holder | $264 | $546-51.8% | $6,269-95.8% | $592-55.4% |