Filed January 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,210 | $47,078+149.0% | $100,671+16.4% | $55,191+112.4% |
| Participation rate | 28.8% | 58.0%-29.2pp | 70.7%-41.9pp | 69.2%-40.3pp |
| Annual return | -0.71% | 0.65%-1.4pp | 20.43%-21.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $5,650 | $1,065+430.3% | $4,012+40.8% | $1,899+197.6% |
| Participant deferral / active EE | $3,522 | $2,038+72.8% | $3,144+12.1% | $3,046+15.6% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |