Filed February 12, 2019 (most recent of 2 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 | $29,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,568 | $48,277+58.6% | $63,517+20.5% | $55,191+38.7% |
| Participation rate | 45.5% | 69.4%-23.9pp | 71.0%-25.6pp | 69.2%-23.7pp |
| Annual return | 0.97% | 2.37%-1.4pp | -70.30%+71.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,227 | $1,592-22.9% | $2,322-47.2% | $1,899-35.4% |
| Participant deferral / active EE | $2,813 | $2,432+15.6% | $2,953-4.8% | $3,046-7.7% |
| Admin fee / account holder | $187 | $86+117.5% | $5,892-96.8% | $91+105.9% |