Filed September 28, 2009
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 99 · EIN 48-1305000 | Other Fees | $27,885 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $27,885 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 99 | Other Fees | $18,119 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,415 |
DELFINITI3 years Service code 99 · EIN 85-0833363 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,983 | $79,223+218.1% | $102,460+145.9% | $74,478+238.3% |
| Participation rate | 96.9% | 74.8%+22.2pp | 76.5%+20.4pp | 67.2%+29.7pp |
| Annual return | 15.86% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $7,912 | $2,363+234.8% | $3,025+161.6% | $2,626+201.3% |
| Participant deferral / active EE | $6,402 | $4,417+44.9% | $5,056+26.6% | $4,350+47.2% |
| Admin fee / account holder | $634 | $2,003-68.3% | $9,460-93.3% | $1,946-67.4% |