Filed August 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,629 |
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 | $39,037 | $46,173-15.5% | $170,435-77.1% | $69,631-43.9% |
| Participation rate | 91.1% | 63.9%+27.2pp | 83.6%+7.5pp | 70.7%+20.4pp |
| Annual return | 19.07% | 21.62%-2.6pp | 205.94%-186.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $905 | $1,610-43.8% | $5,432-83.3% | $2,032-55.5% |
| Participant deferral / active EE | $3,668 | $2,080+76.3% | $4,939-25.7% | $3,224+13.8% |
| Admin fee / account holder | $117 | $116+0.5% | $13,881-99.2% | $110+5.5% |