Filed June 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,161 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVIISORS PCG Service code 27 | Advisory (Plan) | $22,264 |
WELLS FARGO BANK, N.A.2+ 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 | $55,246 | $63,924-13.6% | $108,582-49.1% | $55,167+0.1% |
| Participation rate | 91.4% | 74.3%+17.1pp | 79.6%+11.9pp | 69.0%+22.5pp |
| Annual return | 6.38% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $797 | $1,879-57.6% | $3,758-78.8% | $1,963-59.4% |
| Participant deferral / active EE | $3,006 | $3,067-2.0% | $4,311-30.3% | $3,054-1.6% |
| Admin fee / account holder | $286 | $618-53.7% | $7,645-96.3% | $504-43.2% |