Filed April 25, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 360 INTERSTATE N PKWY · ATLANTA, GA 30339 | Recordkeeping | $44,681 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 8.81% | 9.72%-0.9pp | 10.75%-1.9pp | 13.24%-4.4pp |
| Employer contribution / active EE | $4,202 | $10,988-61.8% | $35,170-88.1% | $14,616-71.3% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |