Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,125 |
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 | $102,609 | $85,135+20.5% | $98,920+3.7% | $73,415+39.8% |
| Participation rate | 99.1% | 81.1%+17.9pp | 76.0%+23.0pp | 72.2%+26.9pp |
| Annual return | 21.55% | 19.14%+2.4pp | 196.47%-174.9pp | 59.30%-37.8pp |
| Employer contribution / active EE | $2,165 | $2,721-20.4% | $2,689-19.5% | $2,234-3.1% |
| Participant deferral / active EE | $6,149 | $4,349+41.4% | $4,245+44.9% | $3,806+61.6% |
| Admin fee / account holder | $17 | $139-87.9% | $6,643-99.7% | $158-89.3% |