Filed December 9, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,641 |
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 | $46,014 | $37,039+24.2% | $147,617-68.8% | $59,188-22.3% |
| Participation rate | 87.3% | 63.8%+23.5pp | 84.6%+2.7pp | 69.4%+17.9pp |
| Annual return | 0.34% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,630 | $1,353+20.4% | $5,564-70.7% | $2,098-22.3% |
| Participant deferral / active EE | $2,130 | $2,094+1.7% | $4,895-56.5% | $3,265-34.8% |
| Admin fee / account holder | $118 | $60+96.6% | $11,612-99.0% | $92+28.4% |