Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $190,454 |
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 | $24,832 | $45,382-45.3% | $154,110-83.9% | $75,289-67.0% |
| Participation rate | 91.8% | 65.9%+25.9pp | 83.0%+8.8pp | 72.4%+19.4pp |
| Annual return | -6.07% | -0.47%-5.6pp | 735.22%-741.3pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,725 | $1,533+12.5% | $5,298-67.4% | $2,405-28.3% |
| Participant deferral / active EE | $2,983 | $2,384+25.1% | $5,081-41.3% | $3,739-20.2% |
| Admin fee / account holder | $92 | $89+2.6% | $13,412-99.3% | $102-10.5% |