Filed May 13, 1996
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 | $1,125,891 |
BPS&M1+ years Service code 49 · EIN 62-0853448 | Other Services | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,175 | $35,463-23.4% | $69,182-60.7% | $329,111-91.7% |
| Participation rate | 12.9% | 34.6%-21.7pp | 55.1%-42.2pp | 67.9%-55.0pp |
| Annual return | 4.04% | 7.72%-3.7pp | -21.93%+26.0pp | 16.35%-12.3pp |
| Employer contribution / active EE | $153 | $449-65.9% | $1,206-87.3% | $2,303-93.3% |
| Participant deferral / active EE | $264 | $1,018-74.1% | $1,897-86.1% | $3,682-92.8% |
| Admin fee / account holder | $48 | $64-25.4% | $2,697-98.2% | $754-93.6% |