Filed August 20, 2019 (most recent of 8 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 1445 ROSS AVENUE SUITE 410 · DALLAS, TX 75202 | Investment Management | $0 |
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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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.30% | 4.01%-4.3pp | -2.01%+1.7pp | 1.67%-2.0pp |
| Employer contribution / active EE | $4,509 | $6,352-29.0% | $34,453-86.9% | $10,506-57.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |