Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 28 401 S TRYON STREET, 19TH FLOOR · CHARLOTTE, NC 282881207 | Investment Management | $19,945 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -4.53% | -1.13%-3.4pp | -0.81%-3.7pp | 2.81%-7.3pp |
| Employer contribution / active EE | $5,031 | $14,981-66.4% | $38,425-86.9% | $16,358-69.2% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |