Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,800 |
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 | $71,916 | $65,223+10.3% | $80,022-10.1% | $55,727+29.1% |
| Participation rate | 98.0% | 80.6%+17.5pp | 75.8%+22.2pp | 70.9%+27.2pp |
| Annual return | -4.73% | 7.59%-12.3pp | 11.22%-16.0pp | 244.94%-249.7pp |
| Employer contribution / active EE | $2,545 | $2,5440% | $2,468+3.1% | $2,078+22.5% |
| Participant deferral / active EE | $5,977 | $3,881+54.0% | $3,686+62.2% | $3,356+78.1% |
| Admin fee / account holder | $3 | $114-97.0% | $6,521-99.9% | $115-97.0% |