Filed March 17, 2009
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.2 years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $5,764 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 15.68% | 28.83%-13.2pp | 10.36%+5.3pp | - |
| Employer contribution / active EE | $70 | $15,177-99.5% | $37,738-99.8% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |