Filed July 10, 2017 (most recent of 2 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 | $34,843 |
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 | $79,137 | $75,284+5.1% | $91,004-13.0% | $69,634+13.6% |
| Participation rate | 99.5% | 80.4%+19.1pp | 75.6%+23.9pp | 70.7%+28.8pp |
| Annual return | 22.14% | 48.40%-26.3pp | 4.60%+17.5pp | 27572.26%-27550.1pp |
| Employer contribution / active EE | $2,485 | $2,473+0.5% | $2,456+1.2% | $2,032+22.3% |
| Participant deferral / active EE | $5,747 | $3,700+55.3% | $3,548+62.0% | $3,224+78.3% |
| Admin fee / account holder | $70 | $111-36.9% | $5,417-98.7% | $110-36.8% |