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.4+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $33,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,033 | $62,267-50.2% | $110,243-71.9% | $55,727-44.3% |
| Participation rate | 95.4% | 78.1%+17.2pp | 79.8%+15.5pp | 70.9%+24.5pp |
| Annual return | -6.67% | -1.07%-5.6pp | 314.76%-321.4pp | 244.94%-251.6pp |
| Employer contribution / active EE | $3,048 | $1,941+57.0% | $3,827-20.3% | $2,078+46.7% |
| Participant deferral / active EE | $2,560 | $3,516-27.2% | $4,672-45.2% | $3,356-23.7% |
| Admin fee / account holder | $41 | $121-66.4% | $8,548-99.5% | $115-64.7% |