Filed August 4, 2015 (most recent of 3 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 BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $144,017 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,776 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,301 | $56,095-22.8% | $178,510-75.7% | $90,274-52.0% |
| Participation rate | 92.1% | 65.6%+26.5pp | 81.9%+10.1pp | 73.4%+18.7pp |
| Annual return | 12.92% | 28.81%-15.9pp | 151.13%-138.2pp | 53.97%-41.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,104 | $2,669-21.2% | $5,202-59.6% | $4,231-50.3% |
| Admin fee / account holder | $57 | $101-43.0% | $13,988-99.6% | $114-49.7% |