Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 28 401 S TRYON STREET, 19TH FLOOR · CHARLOTTE, NC 282881207 | Investment Management | $21,309 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 4.94% | 5.80%-0.9pp | 4.74%+0.2pp | 11.88%-6.9pp |
| Employer contribution / active EE | $6,173 | $15,506-60.2% | $36,089-82.9% | $14,612-57.8% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |