Filed March 20, 2011 (most recent of 4 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.6+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 56-0276690 401 S TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $904,805 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,813 | $114,568-64.4% | $379,746-89.3% | $93,223-56.2% |
| Participation rate | 95.8% | 89.4%+6.4pp | 78.4%+17.4pp | 74.9%+20.9pp |
| Annual return | 25.53% | 16.38%+9.1pp | 34.90%-9.4pp | 19.29%+6.2pp |
| Employer contribution / active EE | $746 | $3,213-76.8% | $3,540-78.9% | $2,680-72.2% |
| Participant deferral / active EE | $2,554 | $6,118-58.3% | $6,024-57.6% | $4,563-44.0% |
| Admin fee / account holder | $77 | $72+6.5% | $7,927-99.0% | $79-2.7% |