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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $776,204 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,379 | $100,921-35.2% | $82,312-20.6% | $177,276-63.1% |
| Participation rate | 94.0% | 86.9%+7.0pp | 76.9%+17.1pp | 74.8%+19.1pp |
| Annual return | 13.06% | 20.33%-7.3pp | 25.88%-12.8pp | 21.25%-8.2pp |
| Employer contribution / active EE | $2,205 | $3,145-29.9% | $2,428-9.2% | $2,479-11.1% |
| Participant deferral / active EE | $4,100 | $5,192-21.0% | $3,706+10.6% | $3,881+5.7% |
| Admin fee / account holder | $82 | $64+28.6% | $5,608-98.5% | $154-46.5% |