Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,284 |
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 | $63,930 | $74,024-13.6% | $78,002-18.0% | $57,661+10.9% |
| Participation rate | 98.9% | 79.7%+19.2pp | 75.5%+23.4pp | 70.2%+28.7pp |
| Annual return | 9.61% | 12.14%-2.5pp | 425.99%-416.4pp | 5.13%+4.5pp |
| Employer contribution / active EE | $2,045 | $2,365-13.5% | $2,470-17.2% | $1,974+3.6% |
| Participant deferral / active EE | $4,693 | $3,533+32.8% | $3,497+34.2% | $3,061+53.3% |
| Admin fee / account holder | $192 | $93+106.4% | $5,481-96.5% | $95+103.5% |