Filed July 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,794 |
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 | $29,152 | $37,196-21.6% | $154,111-81.1% | $55,725-47.7% |
| Participation rate | 93.3% | 64.1%+29.2pp | 83.0%+10.2pp | 70.9%+22.4pp |
| Annual return | -4.72% | 1319.68%-1324.4pp | 735.18%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,753 | $1,614+8.6% | $5,298-66.9% | $2,078-15.6% |
| Participant deferral / active EE | $2,770 | $2,068+33.9% | $5,081-45.5% | $3,356-17.4% |
| Admin fee / account holder | $102 | $102+0.8% | $13,411-99.2% | $115-11.1% |