Filed December 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $68,029 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,319 | $81,719-34.8% | $101,275-47.4% | $90,274-40.9% |
| Participation rate | 78.1% | 80.7%-2.6pp | 75.8%+2.3pp | 73.4%+4.7pp |
| Annual return | 55.98% | 337.64%-281.7pp | 46.48%+9.5pp | 53.97%+2.0pp |
| Employer contribution / active EE | $2,525 | $3,622-30.3% | $3,660-31.0% | $2,523+0.1% |
| Participant deferral / active EE | $4,292 | $3,310+29.7% | $4,371-1.8% | $4,231+1.5% |
| Admin fee / account holder | $56 | $162-65.7% | $5,948-99.1% | $114-51.3% |