Filed November 8, 2008
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,905 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SRVS Service code 16 · EIN 34-1542819 | Consulting | $6,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,433 | $51,197-75.7% | $82,719-85.0% | $66,914-81.4% |
| Participation rate | 66.5% | 67.8%-1.3pp | 72.6%-6.0pp | 69.8%-3.3pp |
| Annual return | -15.91% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,257 | $3,458-63.6% | $4,395-71.4% | $4,237-70.3% |
| Admin fee / account holder | $70 | $416-83.1% | $5,329-98.7% | $593-88.2% |