Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,220 |
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 | $162,477 | $74,347+118.5% | $93,621+73.5% | $67,582+140.4% |
| Participation rate | 99.8% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.5pp |
| Annual return | 24.71% | 28.07%-3.4pp | 32.76%-8.1pp | 378.57%-353.9pp |
| Employer contribution / active EE | $5,023 | $2,583+94.5% | $2,719+84.8% | $2,148+133.9% |
| Participant deferral / active EE | $6,004 | $4,060+47.9% | $4,070+47.5% | $3,539+69.6% |
| Admin fee / account holder | $13 | $123-89.1% | $7,890-99.8% | $142-90.6% |