Filed February 12, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $549,802 |
BPS&M2+ years Filed as: BPS & M Service code 15 · EIN 62-0853448 | Recordkeeping | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,091 | $65,292-23.3% | $80,977-38.1% | $65,292-23.3% |
| Participation rate | 45.1% | 72.4%-27.4pp | 75.8%-30.8pp | 72.4%-27.4pp |
| Annual return | 7.28% | 11.84%-4.6pp | 17.11%-9.8pp | 11.84%-4.6pp |
| Employer contribution / active EE | $1,022 | $2,302-55.6% | $3,715-72.5% | $2,302-55.6% |
| Participant deferral / active EE | $2,429 | $3,579-32.1% | $5,696-57.4% | $3,579-32.1% |
| Admin fee / account holder | $90 | $57+57.4% | $5,517-98.4% | $57+57.4% |