Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 28 401 S TRYON STREET, 19TH FLOOR · CHARLOTTE, NC 282881207 | Investment Management | $29,028 |
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Employer contribution per participant 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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -3.02% | -1.53%-1.5pp | -2.18%-0.8pp | -0.69%-2.3pp |
| Employer contribution / active EE | $3,030 | $14,498-79.1% | $38,751-92.2% | $16,786-81.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |