Filed October 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,181 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
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 | $76,510 | $55,449+38.0% | $83,831-8.7% | $56,289+35.9% |
| Participation rate | 71.5% | 68.0%+3.5pp | 76.1%-4.7pp | 69.9%+1.6pp |
| Annual return | 1.46% | -1.38%+2.8pp | 850.99%-849.5pp | -9.96%+11.4pp |
| Employer contribution / active EE | $1,628 | $2,430-33.0% | $3,631-55.2% | $2,111-22.9% |
| Participant deferral / active EE | $5,198 | $2,935+77.1% | $4,082+27.3% | $3,350+55.2% |
| Admin fee / account holder | $198 | $656-69.9% | $5,479-96.4% | $521-62.1% |