Filed April 24, 1995
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $99,656 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,869 |
AMERICAN FUNDS7+ years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $28,971 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $81,231 | $91,746-11.5% | $146,649-44.6% | $93,010-12.7% |
| Participation rate | 97.4% | 80.9%+16.4pp | 80.1%+17.3pp | 73.9%+23.5pp |
| Annual return | 14.70% | 18.28%-3.6pp | 22.75%-8.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,337 | $2,815-52.5% | $4,137-67.7% | $2,705-50.6% |
| Participant deferral / active EE | $6,069 | $4,589+32.3% | $5,506+10.2% | $4,561+33.1% |
| Admin fee / account holder | $48 | $101-52.5% | $10,281-99.5% | $152-68.3% |