Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,824 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $16,934 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,261 | $44,229+4.6% | $155,790-70.3% | $55,191-16.2% |
| Participation rate | 51.8% | 60.8%-9.0pp | 76.1%-24.3pp | 69.2%-17.4pp |
| Annual return | -1.11% | 0.37%-1.5pp | 71.54%-72.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $397 | $1,317-69.9% | $3,836-89.7% | $1,899-79.1% |
| Participant deferral / active EE | $2,288 | $2,851-19.7% | $4,797-52.3% | $3,046-24.9% |
| Admin fee / account holder | $229 | $86+165.8% | $7,478-96.9% | $91+152.4% |