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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $723,218 |
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 | $65,978 | $117,238-43.7% | $87,102-24.3% | $82,204-19.7% |
| Participation rate | 96.6% | 87.2%+9.4pp | 76.9%+19.7pp | 73.4%+23.2pp |
| Annual return | 36.78% | 25.80%+11.0pp | 28.19%+8.6pp | 26.31%+10.5pp |
| Employer contribution / active EE | $2,464 | $3,535-30.3% | $2,521-2.3% | $2,707-9.0% |
| Participant deferral / active EE | $4,644 | $5,976-22.3% | $4,048+14.7% | $4,246+9.4% |
| Admin fee / account holder | $62 | $81-23.7% | $7,493-99.2% | $76-17.9% |