Filed February 21, 2000 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,440,611 |
AON CONSULTING1+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $167,861 |
METRO GRAPHICS1+ years Service code 36 · EIN 56-1609821 | Copying and duplicating; Direct payme... | $63,441 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $11,682 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,241 | $34,910-30.6% | $59,496-59.3% | $69,651-65.2% |
| Participation rate | 15.0% | 37.9%-22.9pp | 54.6%-39.6pp | 66.6%-51.6pp |
| Annual return | 4.61% | 0.39%+4.2pp | 182.05%-177.4pp | 53.77%-49.2pp |
| Employer contribution / active EE | $124 | $496-74.9% | $1,153-89.2% | $2,241-94.4% |
| Participant deferral / active EE | $401 | $1,077-62.8% | $1,829-78.1% | $3,635-89.0% |
| Admin fee / account holder | $46 | $60-23.1% | $2,232-97.9% | $63-27.4% |