Filed August 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,344 |
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 | $34,945 | $37,117-5.9% | $147,617-76.3% | $55,191-36.7% |
| Participation rate | 94.1% | 63.6%+30.4pp | 84.6%+9.4pp | 69.2%+24.9pp |
| Annual return | -0.76% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $832 | $1,620-48.6% | $5,564-85.0% | $1,899-56.2% |
| Participant deferral / active EE | $3,063 | $1,985+54.3% | $4,895-37.4% | $3,046+0.5% |
| Admin fee / account holder | $107 | $86+25.2% | $11,612-99.1% | $91+18.0% |