Filed November 1, 2012
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $376,791 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 16 | Consulting | $176,335 |
LWBJ, LLP1+ years Filed as: LWBJ FINANCIAL Service code 10 · EIN 20-3657629 | Accounting | $5,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 2801 MARKET ST · ST. LOUIS, MO 63103 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,897 | $31,810+38.0% | $64,101-31.5% | $59,188-25.8% |
| Participation rate | 98.9% | 57.7%+41.2pp | 68.2%+30.7pp | 69.4%+29.5pp |
| Annual return | -1.35% | 9.41%-10.8pp | 791.27%-792.6pp | 5.51%-6.9pp |
| Employer contribution / active EE | $593 | $659-10.0% | $1,820-67.4% | $2,098-71.7% |
| Participant deferral / active EE | $2,295 | $1,582+45.0% | $2,822-18.7% | $3,265-29.7% |
| Admin fee / account holder | $80 | $57+41.5% | $4,499-98.2% | $92-12.7% |