Filed July 14, 1999
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $5,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,912 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 606731236 | Contract Administrator | $750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,771 | $56,423-17.1% | $77,163-39.4% | $71,457-34.5% |
| Participation rate | 71.9% | 64.3%+7.6pp | 69.6%+2.3pp | 67.9%+4.0pp |
| Annual return | 14.08% | 19.05%-5.0pp | 37.87%-23.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,199 | $1,866-35.7% | $2,535-52.7% | $2,588-53.7% |
| Participant deferral / active EE | $3,423 | $3,142+9.0% | $3,833-10.7% | $4,289-20.2% |
| Admin fee / account holder | $36 | $1,429-97.4% | $5,472-99.3% | $1,587-97.7% |