Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,019 | $99,628-96.0% | $105,218-96.2% | $59,188-93.2% |
| Participation rate | 74.3% | 80.5%-6.2pp | 77.2%-3.0pp | 69.4%+4.8pp |
| Annual return | -1.51% | 3.21%-4.7pp | 5.33%-6.8pp | 5.51%-7.0pp |
| Employer contribution / active EE | $811 | $2,454-66.9% | $3,255-75.1% | $2,098-61.3% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,867-100.0% | $3,265-100.0% |
| Admin fee / account holder | $6 | $62-90.6% | $6,992-99.9% | $92-93.6% |