Filed December 14, 2015 (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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,845 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,422 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,335 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,241 | $81,494-10.1% | $133,978-45.3% | $73,497-0.3% |
| Participation rate | 87.4% | 76.4%+11.0pp | 79.8%+7.5pp | 70.7%+16.7pp |
| Annual return | 13.75% | 19.40%-5.7pp | 45.10%-31.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $702 | $2,210-68.2% | $3,919-82.1% | $2,270-69.1% |
| Participant deferral / active EE | $4,843 | $3,787+27.9% | $5,047-4.1% | $3,740+29.5% |
| Admin fee / account holder | $207 | $713-71.0% | $8,930-97.7% | $513-59.7% |