Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $175,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,185 | $47,722-1.1% | $82,719-43.0% | $64,808-27.2% |
| Participation rate | 98.5% | 67.6%+30.8pp | 72.6%+25.9pp | 71.5%+27.0pp |
| Annual return | -18.36% | -13.05%-5.3pp | 701.18%-719.5pp | 32.82%-51.2pp |
| Employer contribution / active EE | $5,213 | $2,179+139.2% | $3,009+73.2% | $2,506+108.0% |
| Participant deferral / active EE | $4,861 | $3,329+46.0% | $4,395+10.6% | $4,310+12.8% |
| Admin fee / account holder | $1 | $143-99.1% | $5,329-100.0% | $188-99.3% |