Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $119,694 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.54% | -0.96%+0.4pp | -2.01%+1.5pp | -0.60%+0.1pp |
| Employer contribution / active EE | $13,351 | $6,828+95.5% | $34,453-61.2% | $12,272+8.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |