Filed May 7, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $461,703 |
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 | $63,673 | $72,066-11.6% | $81,726-22.1% | $90,274-29.5% |
| Participation rate | 95.8% | 78.9%+16.9pp | 72.0%+23.8pp | 73.4%+22.4pp |
| Annual return | 29.87% | 15.92%+14.0pp | 29.49%+0.4pp | 53.97%-24.1pp |
| Employer contribution / active EE | $3,713 | $2,335+59.0% | $4,311-13.9% | $2,523+47.1% |
| Participant deferral / active EE | $3,888 | $3,557+9.3% | $7,108-45.3% | $4,231-8.1% |
| Admin fee / account holder | $131 | $92+41.4% | $5,160-97.5% | $114+14.7% |