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.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $3,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,385 | $71,666-53.4% | $117,861-71.7% | $69,634-52.1% |
| Participation rate | 51.3% | 77.5%-26.2pp | 79.7%-28.3pp | 70.7%-19.4pp |
| Annual return | 194.26% | 18.86%+175.4pp | 335.11%-140.8pp | 27572.26%-27378.0pp |
| Employer contribution / active EE | $1,254 | $1,889-33.6% | $3,786-66.9% | $2,032-38.3% |
| Participant deferral / active EE | $1,979 | $3,340-40.7% | $4,482-55.8% | $3,224-38.6% |
| Admin fee / account holder | $20 | $120-83.3% | $8,021-99.8% | $110-81.8% |