Filed December 4, 2013
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 1300 SW FIFTH AVE, SUITE 3300 · PORTLAND, OR 97201 | Contract Administrator | $43,631 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 ONE NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $15,249 |
Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $5,001 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,845 | $52,293-54.4% | $178,499-86.6% | $73,412-67.5% |
| Participation rate | 66.7% | 65.3%+1.3pp | 81.9%-15.3pp | 72.2%-5.5pp |
| Annual return | 12.94% | 34.75%-21.8pp | 151.10%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $944 | $1,735-45.6% | $5,011-81.2% | $2,234-57.7% |
| Participant deferral / active EE | $1,020 | $2,332-56.3% | $5,202-80.4% | $3,806-73.2% |
| Admin fee / account holder | $172 | $127+35.3% | $13,986-98.8% | $158+9.1% |