Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $88,448 |
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 | $127,770 | $62,324+105.0% | $68,509+86.5% | $55,191+131.5% |
| Participation rate | 99.1% | 78.9%+20.2pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | 0.12% | 4.26%-4.1pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $4,375 | $2,223+96.8% | $2,278+92.1% | $1,899+130.4% |
| Participant deferral / active EE | $4,226 | $3,425+23.4% | $3,382+24.9% | $3,046+38.7% |
| Admin fee / account holder | $136 | $91+48.8% | $5,275-97.4% | $91+49.7% |