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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $337,581 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $264,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,035 | $134,619-33.9% | $111,319-20.0% | $101,555-12.3% |
| Participation rate | 83.8% | 89.0%-5.2pp | 77.3%+6.5pp | 74.5%+9.3pp |
| Annual return | 22.84% | 17.96%+4.9pp | 54.68%-31.8pp | 21.00%+1.8pp |
| Employer contribution / active EE | $2,494 | $3,829-34.9% | $2,732-8.7% | $2,972-16.1% |
| Participant deferral / active EE | $4,978 | $6,572-24.3% | $4,488+10.9% | $4,874+2.1% |
| Admin fee / account holder | $31 | $86-63.9% | $7,966-99.6% | $139-77.7% |