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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,140,807 |
METRO GRAPHICS4+ years Service code 36 · EIN 56-1609821 | Copying and duplicating; Direct payme... | $190,402 |
AON CONSULTING4+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $144,959 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,147 |
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 | $25,169 | $37,383-32.7% | $71,089-64.6% | $73,367-65.7% |
| Participation rate | 18.5% | 33.8%-15.3pp | 54.6%-36.1pp | 69.5%-50.9pp |
| Annual return | -4.50% | 0.47%-5.0pp | 650.65%-655.1pp | 173.45%-178.0pp |
| Employer contribution / active EE | $159 | $490-67.6% | $1,088-85.4% | $2,499-93.6% |
| Participant deferral / active EE | $532 | $1,117-52.4% | $1,873-71.6% | $4,033-86.8% |
| Admin fee / account holder | $46 | $75-38.7% | $3,082-98.5% | $68-33.1% |