Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $242,967 |
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 | $37,180 | $56,095-33.7% | $178,510-79.2% | $90,274-58.8% |
| Participation rate | 85.5% | 65.6%+19.9pp | 81.9%+3.5pp | 73.4%+12.1pp |
| Annual return | 15.90% | 28.81%-12.9pp | 151.13%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $2,038 | $1,572+29.6% | $5,011-59.3% | $2,523-19.2% |
| Participant deferral / active EE | $3,090 | $2,669+15.8% | $5,202-40.6% | $4,231-26.9% |
| Admin fee / account holder | $107 | $101+6.7% | $13,988-99.2% | $114-5.9% |