Filed August 1, 2006
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,693 |
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 | $48,877 | $53,128-8.0% | $86,593-43.6% | $70,126-30.3% |
| Participation rate | 82.9% | 65.3%+17.6pp | 73.5%+9.4pp | 69.5%+13.4pp |
| Annual return | 19.23% | 27.66%-8.4pp | 965.08%-945.9pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,474 | $2,068-28.7% | $2,840-48.1% | $2,343-37.1% |
| Participant deferral / active EE | $1,188 | $2,695-55.9% | $3,609-67.1% | $3,332-64.3% |
| Admin fee / account holder | $135 | $3,584-96.2% | $4,904-97.3% | $4,646-97.1% |