Filed September 22, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $588,556 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,539 |
FINDLEY1 year Service code 15 · EIN 34-1213174 | Recordkeeping | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,008 | $95,048+13.6% | $141,200-23.5% | $82,204+31.4% |
| Participation rate | 95.2% | 73.7%+21.4pp | 82.5%+12.7pp | 73.4%+21.8pp |
| Annual return | 40.75% | 26.89%+13.9pp | 71.41%-30.7pp | 26.31%+14.4pp |
| Employer contribution / active EE | $2,375 | $2,921-18.7% | $4,736-49.9% | $2,707-12.3% |
| Participant deferral / active EE | $8,418 | $5,907+42.5% | $6,710+25.5% | $4,246+98.3% |
| Admin fee / account holder | $44 | $78-43.9% | $10,265-99.6% | $76-42.3% |