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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD. · CHARLOTTE, NC 28262 | Recordkeeping | $12,687 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 19.24% | 12.82%+6.4pp | 13.48%+5.8pp | 12.16%+7.1pp |
| Employer contribution / active EE | $170,227 | $49,622+243.0% | $47,067+261.7% | $44,747+280.4% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |