Filed November 17, 2021 (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 | $130,685 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,298 | $134,045-61.0% | $80,019-34.6% | $75,289-30.5% |
| Participation rate | 75.1% | 85.8%-10.7pp | 75.8%-0.8pp | 72.4%+2.6pp |
| Annual return | 3.58% | -0.56%+4.1pp | 11.22%-7.6pp | -0.04%+3.6pp |
| Employer contribution / active EE | $452 | $3,492-87.1% | $2,468-81.7% | $2,405-81.2% |
| Participant deferral / active EE | $3,116 | $4,976-37.4% | $3,686-15.4% | $3,739-16.6% |
| Admin fee / account holder | $83 | $124-33.2% | $6,521-98.7% | $102-19.1% |