Filed April 23, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 55 | Other Commissions | $20,733 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 55 401 S. TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,436 | $48,078+9.1% | $78,676-33.4% | $62,881-16.6% |
| Participation rate | 26.6% | 65.2%-38.6pp | 73.6%-47.0pp | 69.3%-42.7pp |
| Annual return | 0.28% | 31.36%-31.1pp | 62.19%-61.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $223 | $2,587-91.4% | $3,517-93.7% | $3,203-93.0% |
| Admin fee / account holder | $9 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |