Filed February 12, 2019 (most recent of 2 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 | $3,839,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,973 | $48,261+69.9% | $68,793+19.2% | $55,725+47.1% |
| Participation rate | 51.6% | 71.0%-19.4pp | 72.2%-20.6pp | 70.9%-19.3pp |
| Annual return | -6.80% | -2.61%-4.2pp | -4.63%-2.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,606 | $1,742-7.8% | $2,625-38.8% | $2,078-22.7% |
| Participant deferral / active EE | $3,340 | $2,712+23.2% | $3,311+0.9% | $3,356-0.5% |
| Admin fee / account holder | $230 | $126+82.3% | $5,131-95.5% | $115+99.7% |