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.7+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 56-0276690 401 S TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $479,262 |
Filed as: PRINCIPAL Service code 26 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Participants) | $188,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,343 | $106,520-60.2% | $453,569-90.7% | $106,520-60.2% |
| Participation rate | 95.5% | 71.3%+24.2pp | 78.0%+17.5pp | 71.3%+24.2pp |
| Annual return | 25.73% | 19.28%+6.4pp | 64.43%-38.7pp | 19.28%+6.4pp |
| Employer contribution / active EE | $845 | $2,840-70.3% | $4,072-79.2% | $2,840-70.3% |
| Participant deferral / active EE | $2,813 | $4,948-43.2% | $6,211-54.7% | $4,948-43.2% |
| Admin fee / account holder | $47 | $75-36.9% | $11,214-99.6% | $75-36.9% |