Filed June 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,478 |
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 | $30,503 | $36,916-17.4% | $156,551-80.5% | $57,658-47.1% |
| Participation rate | 93.6% | 63.4%+30.2pp | 84.0%+9.6pp | 70.2%+23.4pp |
| Annual return | 6.80% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $643 | $1,571-59.0% | $5,501-88.3% | $1,974-67.4% |
| Participant deferral / active EE | $3,009 | $1,926+56.3% | $4,871-38.2% | $3,061-1.7% |
| Admin fee / account holder | $175 | $82+112.2% | $13,028-98.7% | $95+85.1% |