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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $620,481 |
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 | $63,126 | $88,581-28.7% | $74,184-14.9% | $65,292-3.3% |
| Participation rate | 95.5% | 86.2%+9.3pp | 76.6%+18.9pp | 72.4%+23.0pp |
| Annual return | 19.69% | 11.72%+8.0pp | 17.74%+1.9pp | 11.84%+7.8pp |
| Employer contribution / active EE | $2,024 | $3,021-33.0% | $2,370-14.6% | $2,302-12.1% |
| Participant deferral / active EE | $3,691 | $4,898-24.7% | $3,550+4.0% | $3,579+3.1% |
| Admin fee / account holder | $75 | $60+25.1% | $5,586-98.7% | $57+30.4% |