Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,255 |
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 | $153,625 | $75,284+104.1% | $91,004+68.8% | $69,631+120.6% |
| Participation rate | 99.2% | 80.4%+18.9pp | 75.6%+23.6pp | 70.7%+28.6pp |
| Annual return | 17.57% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $4,666 | $2,473+88.7% | $2,456+90.0% | $2,032+129.6% |
| Participant deferral / active EE | $5,360 | $3,700+44.9% | $3,548+51.1% | $3,224+66.3% |
| Admin fee / account holder | $84 | $111-23.8% | $5,417-98.4% | $110-23.7% |