Filed February 12, 2019 (most recent of 2 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 | $37,203 |
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 | $93,108 | $50,385+84.8% | $75,670+23.0% | $62,292+49.5% |
| Participation rate | 51.9% | 67.7%-15.9pp | 72.3%-20.5pp | 69.5%-17.7pp |
| Annual return | 17.17% | 19.90%-2.7pp | 27.34%-10.2pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,540 | $1,537+0.2% | $2,352-34.5% | $2,042-24.6% |
| Participant deferral / active EE | $3,308 | $2,445+35.3% | $3,142+5.3% | $3,169+4.4% |
| Admin fee / account holder | $222 | $384-42.3% | $5,800-96.2% | $479-53.7% |