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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $116,062 |
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 | $87,545 | $73,125+19.7% | $125,195-30.1% | $77,775+12.6% |
| Participation rate | 91.4% | 79.4%+12.0pp | 79.8%+11.6pp | 73.2%+18.2pp |
| Annual return | 21.65% | 24.71%-3.1pp | 43.79%-22.1pp | 32.58%-10.9pp |
| Employer contribution / active EE | $4,133 | $2,413+71.3% | $3,866+6.9% | $2,504+65.1% |
| Participant deferral / active EE | $4,372 | $3,966+10.2% | $4,937-11.5% | $3,966+10.2% |
| Admin fee / account holder | $43 | $89-52.2% | $9,704-99.6% | $100-57.3% |