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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,113,374 |
BPS&M3+ years Service code 49 · EIN 62-0853448 | Other Services | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,929 | $37,383-36.0% | $71,089-66.3% | $73,367-67.4% |
| Participation rate | 16.3% | 33.8%-17.5pp | 54.6%-38.3pp | 69.5%-53.2pp |
| Annual return | 11.63% | 0.47%+11.2pp | 650.65%-639.0pp | 173.45%-161.8pp |
| Employer contribution / active EE | $154 | $490-68.5% | $1,088-85.8% | $2,499-93.8% |
| Participant deferral / active EE | $306 | $1,117-72.6% | $1,873-83.7% | $4,033-92.4% |
| Admin fee / account holder | $35 | $75-52.5% | $3,082-98.8% | $68-48.1% |