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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,659,000 |
AON CONSULTING2+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $176,324 |
METRO GRAPHICS2+ years Service code 36 · EIN 56-1609821 | Copying and duplicating; Direct payme... | $73,642 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,350 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $8,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,771 | $35,463-27.3% | $69,182-62.7% | $329,111-92.2% |
| Participation rate | 15.1% | 34.6%-19.5pp | 55.1%-40.0pp | 67.9%-52.8pp |
| Annual return | 8.59% | 7.72%+0.9pp | -21.93%+30.5pp | 16.35%-7.8pp |
| Employer contribution / active EE | $124 | $449-72.4% | $1,206-89.7% | $2,303-94.6% |
| Participant deferral / active EE | $414 | $1,018-59.3% | $1,897-78.2% | $3,682-88.7% |
| Admin fee / account holder | $46 | $64-28.2% | $2,697-98.3% | $754-93.9% |