Filed July 21, 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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 56-2051582 401 S TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $14,722 | $74,024-80.1% | $78,002-81.1% | $57,658-74.5% |
| Participation rate | 93.4% | 79.7%+13.7pp | 75.5%+17.9pp | 70.2%+23.2pp |
| Annual return | -0.32% | 12.14%-12.5pp | 425.99%-426.3pp | 5.13%-5.4pp |
| Employer contribution / active EE | $484 | $2,365-79.5% | $2,470-80.4% | $1,974-75.5% |
| Participant deferral / active EE | $1,442 | $3,533-59.2% | $3,497-58.8% | $3,061-52.9% |
| Admin fee / account holder | $89 | $93-4.6% | $5,481-98.4% | $95-5.9% |