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 | $251,040 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,100 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $63,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,514 | $79,240-24.9% | $117,861-49.5% | $80,976-26.5% |
| Participation rate | 41.5% | 68.1%-26.6pp | 79.7%-38.2pp | 68.3%-26.8pp |
| Annual return | 17.72% | 34.09%-16.4pp | 335.11%-317.4pp | 22.91%-5.2pp |
| Employer contribution / active EE | $335 | $2,142-84.3% | $3,786-91.1% | $2,402-86.0% |
| Participant deferral / active EE | $1,490 | $3,102-51.9% | $4,482-66.7% | $3,848-61.3% |
| Admin fee / account holder | $68 | $65+4.1% | $8,021-99.2% | $67+0.3% |