Filed January 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $140 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,349 | $39,898+66.3% | $121,208-45.3% | $55,725+19.1% |
| Participation rate | 95.0% | 61.2%+33.8pp | 71.8%+23.2pp | 70.9%+24.1pp |
| Annual return | -5.91% | -0.96%-4.9pp | 16.93%-22.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,082 | $1,295+215.2% | $4,023+1.5% | $2,078+96.4% |
| Participant deferral / active EE | $4,163 | $2,439+70.7% | $3,345+24.4% | $3,356+24.1% |
| Admin fee / account holder | $0 | $95-99.7% | $5,020-100.0% | $115-99.8% |