Filed December 9, 2020 (most recent of 3 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 | $150,338 |
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 | $43,129 | $37,196+16.0% | $154,108-72.0% | $55,725-22.6% |
| Participation rate | 99.5% | 64.1%+35.4pp | 83.0%+16.5pp | 70.9%+28.6pp |
| Annual return | -4.14% | 1319.68%-1323.8pp | 735.21%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,027 | $1,614+25.6% | $5,298-61.7% | $2,078-2.4% |
| Participant deferral / active EE | $3,472 | $2,068+67.9% | $5,081-31.7% | $3,356+3.5% |
| Admin fee / account holder | $120 | $102+18.6% | $13,411-99.1% | $115+4.6% |