Filed January 11, 1994
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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,914 |
Filed as: GREAT-WEST FINANCIAL RPS, LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $25,262 |
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 | $75,567 | $74,498+1.4% | $94,229-19.8% | $59,188+27.7% |
| Participation rate | 96.2% | 76.8%+19.4pp | 78.8%+17.4pp | 69.4%+26.8pp |
| Annual return | 3.71% | 2.76%+0.9pp | 10.68%-7.0pp | 5.51%-1.8pp |
| Employer contribution / active EE | $3,367 | $2,077+62.1% | $3,587-6.1% | $2,098+60.5% |
| Participant deferral / active EE | $4,772 | $3,433+39.0% | $4,320+10.5% | $3,265+46.2% |
| Admin fee / account holder | $27 | $103-73.5% | $6,269-99.6% | $92-70.4% |