Filed January 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ 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 | $83,490 | $45,324+84.2% | $122,332-31.8% | $69,631+19.9% |
| Participation rate | 95.9% | 59.9%+35.9pp | 71.6%+24.2pp | 70.7%+25.2pp |
| Annual return | 18.89% | 25.35%-6.5pp | 30.27%-11.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $6,247 | $1,230+408.0% | $4,050+54.2% | $2,032+207.4% |
| Participant deferral / active EE | $4,252 | $2,367+79.6% | $3,287+29.4% | $3,224+31.9% |
| Admin fee / account holder | $2 | $87-98.2% | $5,478-100.0% | $110-98.5% |