Filed January 8, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,741 |
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 | $34,178 | $46,173-26.0% | $170,442-79.9% | $69,631-50.9% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.2pp |
| Annual return | 16.61% | 21.62%-5.0pp | 205.93%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,198 | $1,610-25.6% | $5,433-77.9% | $2,032-41.0% |
| Participant deferral / active EE | $2,592 | $2,080+24.6% | $4,939-47.5% | $3,224-19.6% |
| Admin fee / account holder | $102 | $116-11.9% | $13,880-99.3% | $110-7.5% |