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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $749,862 |
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 | $67,236 | $124,049-45.8% | $95,968-29.9% | $93,223-27.9% |
| Participation rate | 93.2% | 88.4%+4.8pp | 77.1%+16.1pp | 74.9%+18.3pp |
| Annual return | 13.12% | 22.17%-9.0pp | 91.65%-78.5pp | 19.29%-6.2pp |
| Employer contribution / active EE | $2,701 | $3,478-22.3% | $2,542+6.3% | $2,680+0.8% |
| Participant deferral / active EE | $5,043 | $6,147-17.9% | $4,167+21.0% | $4,563+10.5% |
| Admin fee / account holder | $65 | $73-10.4% | $6,798-99.0% | $79-17.8% |