Filed December 9, 2020 (most recent of 3 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 | $140,291 |
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 | $46,284 | $46,173+0.2% | $170,435-72.8% | $69,631-33.5% |
| Participation rate | 99.5% | 63.9%+35.6pp | 83.6%+15.9pp | 70.7%+28.8pp |
| Annual return | 13.62% | 21.62%-8.0pp | 205.94%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,069 | $1,610+28.5% | $5,432-61.9% | $2,032+1.8% |
| Participant deferral / active EE | $3,142 | $2,080+51.0% | $4,939-36.4% | $3,224-2.5% |
| Admin fee / account holder | $112 | $116-3.8% | $13,881-99.2% | $110+1.1% |