Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,746 |
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 | $31,787 | $44,989-29.3% | $170,435-81.3% | $77,958-59.2% |
| Participation rate | 85.3% | 64.6%+20.7pp | 83.6%+1.7pp | 71.6%+13.6pp |
| Annual return | 16.31% | 19.61%-3.3pp | 205.94%-189.6pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,498 | $1,466+2.2% | $5,432-72.4% | $2,310-35.1% |
| Participant deferral / active EE | $2,802 | $2,208+26.9% | $4,939-43.3% | $3,537-20.8% |
| Admin fee / account holder | $96 | $69+39.6% | $13,881-99.3% | $97-1.1% |