Filed April 18, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,689 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,094 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $70,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,220 | $69,651-32.2% | $94,229-49.9% | $69,651-32.2% |
| Participation rate | 45.2% | 66.6%-21.3pp | 78.8%-33.5pp | 66.6%-21.3pp |
| Annual return | 37.84% | 53.77%-15.9pp | 10.68%+27.2pp | 53.77%-15.9pp |
| Employer contribution / active EE | $837 | $2,241-62.7% | $3,587-76.7% | $2,241-62.7% |
| Participant deferral / active EE | $1,652 | $3,635-54.6% | $4,320-61.8% | $3,635-54.6% |
| Admin fee / account holder | $43 | $63-31.5% | $6,269-99.3% | $63-31.5% |