Filed February 12, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $489,102 |
BPS&M3+ years Filed as: BPS & M Service code 15 · EIN 62-0853448 | Recordkeeping | $72,246 |
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 | $63,962 | $177,276-63.9% | $90,160-29.1% | $177,276-63.9% |
| Participation rate | 49.4% | 74.8%-25.5pp | 76.9%-27.5pp | 74.8%-25.5pp |
| Annual return | 19.82% | 21.25%-1.4pp | 34.88%-15.1pp | 21.25%-1.4pp |
| Employer contribution / active EE | $1,236 | $2,479-50.2% | $3,318-62.8% | $2,479-50.2% |
| Participant deferral / active EE | $2,837 | $3,881-26.9% | $5,288-46.3% | $3,881-26.9% |
| Admin fee / account holder | $95 | $154-38.2% | $5,943-98.4% | $154-38.2% |