Filed October 24, 2006 (most recent of 2 filings on file)
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 CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $13,926 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $3,637 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,656 | $89,739-21.3% | $149,721-52.8% | $62,293+13.4% |
| Participation rate | 98.2% | 85.1%+13.1pp | 87.1%+11.1pp | 69.5%+28.7pp |
| Annual return | 19.63% | 21.01%-1.4pp | 1501.67%-1482.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $4,330 | $3,233+33.9% | $5,444-20.5% | $2,042+112.0% |
| Participant deferral / active EE | $6,681 | $4,797+39.3% | $6,568+1.7% | $3,169+110.8% |
| Admin fee / account holder | $23 | $551-95.8% | $11,282-99.8% | $479-95.2% |