Filed September 1, 2022 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $450,050 |
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 | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 9.53% | 13.43%-3.9pp | 337.46%-327.9pp | 17.84%-8.3pp |
| Employer contribution / active EE | $14,352 | $21,964-34.7% | $20,191-28.9% | $14,688-2.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |