Filed August 17, 1989
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $601,815 |
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 | $56,581 | $82,422-31.4% | $67,652-16.4% | $67,505-16.2% |
| Participation rate | 96.3% | 84.2%+12.1pp | 75.7%+20.7pp | 71.2%+25.1pp |
| Annual return | 0.63% | 12.72%-12.1pp | 6625.40%-6624.8pp | 6.52%-5.9pp |
| Employer contribution / active EE | $1,994 | $2,879-30.7% | $2,266-12.0% | $2,173-8.2% |
| Participant deferral / active EE | $3,614 | $5,020-28.0% | $3,560+1.5% | $3,597+0.5% |
| Admin fee / account holder | $79 | $53+48.2% | $4,821-98.4% | $56+40.4% |