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 37 · EIN 94-1347393 | Loan Processing | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,061 | $107,378-86.0% | $108,582-86.1% | $57,661-73.9% |
| Participation rate | 36.5% | 77.1%-40.6pp | 79.6%-43.1pp | 70.2%-33.7pp |
| Annual return | 0.00% | 12.80%-12.8pp | -51.70%+51.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $294 | $3,221-90.9% | $4,311-93.2% | $3,061-90.4% |
| Admin fee / account holder | $0 | $108-99.6% | $7,645-100.0% | $95-99.5% |