Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,955 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,480 | $62,324+13.1% | $68,509+2.9% | $55,191+27.7% |
| Participation rate | 99.7% | 78.9%+20.8pp | 74.7%+24.9pp | 69.2%+30.5pp |
| Annual return | -2.02% | 4.26%-6.3pp | 8.27%-10.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,216 | $2,223-0.3% | $2,278-2.7% | $1,899+16.7% |
| Participant deferral / active EE | $5,059 | $3,425+47.7% | $3,382+49.6% | $3,046+66.1% |
| Admin fee / account holder | $206 | $91+125.0% | $5,275-96.1% | $91+126.5% |