Filed February 21, 2006 (most recent of 4 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 | $4,435 |
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 | $175,285 | $58,758+198.3% | $69,779+151.2% | $63,975+174.0% |
| Participation rate | 96.6% | 77.5%+19.1pp | 71.8%+24.8pp | 71.1%+25.4pp |
| Annual return | 5.21% | 18.05%-12.8pp | 12.99%-7.8pp | 48.65%-43.4pp |
| Employer contribution / active EE | $4,427 | $1,973+124.4% | $2,338+89.3% | $2,182+102.9% |
| Participant deferral / active EE | $7,355 | $2,912+152.6% | $2,931+151.0% | $3,356+119.1% |
| Admin fee / account holder | $4 | $71-94.0% | $4,381-99.9% | $70-93.9% |