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.2+ 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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.95% | 9.41%-4.5pp | 5.00%0pp | 9.19%-4.2pp |
| Employer contribution / active EE | $4,385 | $8,353-47.5% | $35,918-87.8% | $12,608-65.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |