Filed January 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $140 |
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 | $76,812 | $41,281+86.1% | $109,313-29.7% | $57,658+33.2% |
| Participation rate | 95.2% | 59.3%+35.9pp | 71.3%+24.0pp | 70.2%+25.0pp |
| Annual return | 9.70% | 8.97%+0.7pp | 22.07%-12.4pp | 5.13%+4.6pp |
| Employer contribution / active EE | $7,230 | $1,201+501.7% | $3,892+85.8% | $1,974+266.3% |
| Participant deferral / active EE | $4,890 | $2,223+119.9% | $3,166+54.4% | $3,061+59.8% |
| Admin fee / account holder | $0 | $75-99.5% | $5,666-100.0% | $95-99.6% |