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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,886,259 |
AON CONSULTING3+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $210,818 |
METRO GRAPHICS3+ years Service code 36 · EIN 56-1609821 | Copying and duplicating; Direct payme... | $160,471 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,750 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $6,964 |
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 | $28,349 | $39,443-28.1% | $73,550-61.5% | $80,976-65.0% |
| Participation rate | 16.1% | 35.9%-19.8pp | 54.9%-38.8pp | 68.3%-52.1pp |
| Annual return | 20.06% | 18.39%+1.7pp | -15.16%+35.2pp | 22.91%-2.8pp |
| Employer contribution / active EE | $134 | $463-71.0% | $1,219-89.0% | $2,402-94.4% |
| Participant deferral / active EE | $450 | $1,131-60.2% | $1,804-75.1% | $3,848-88.3% |
| Admin fee / account holder | $49 | $72-32.3% | $2,320-97.9% | $67-27.5% |