Filed November 9, 2005
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 65 MEMORIAL ROAD · WEST HARTFORD, CT 06107 | Consulting | $93,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,995 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,311 | $55,516+129.3% | $75,784+68.0% | $59,188+115.1% |
| Participation rate | 95.4% | 73.6%+21.7pp | 75.8%+19.5pp | 69.4%+25.9pp |
| Annual return | 0.88% | -1.89%+2.8pp | 9.68%-8.8pp | 5.51%-4.6pp |
| Employer contribution / active EE | $7,512 | $2,604+188.5% | $3,323+126.0% | $2,098+258.1% |
| Participant deferral / active EE | $7,793 | $2,599+199.9% | $3,652+113.4% | $3,265+138.7% |
| Admin fee / account holder | $28 | $110-74.5% | $5,300-99.5% | $92-69.6% |