Filed July 16, 2015
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.2+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $16,416 |
ARY ROEPCKE MULCHAEY, P.C.2+ years Service code 10 · EIN 52-2370901 | Accounting | $9,250 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $6,300 |
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 | $31,186 | $107,378-71.0% | $108,582-71.3% | $57,661-45.9% |
| Participation rate | 98.1% | 77.1%+21.0pp | 79.6%+18.6pp | 70.2%+27.9pp |
| Annual return | 27.48% | 12.80%+14.7pp | -51.70%+79.2pp | 5.13%+22.3pp |
| Employer contribution / active EE | $2,227 | $1,782+25.0% | $3,758-40.8% | $1,974+12.8% |
| Participant deferral / active EE | $2,217 | $3,221-31.1% | $4,311-48.6% | $3,061-27.6% |
| Admin fee / account holder | $39 | $108-64.0% | $7,645-99.5% | $95-58.7% |