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 Filed as: WELLS FARGO BANK, N,A. Service code 15 · EIN 94-1347393 | Recordkeeping | $739 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,829 | $50,106+13.4% | $69,779-18.6% | $57,661-1.4% |
| Participation rate | 92.7% | 70.9%+21.9pp | 71.8%+20.9pp | 70.2%+22.5pp |
| Annual return | 3.38% | 14.58%-11.2pp | 12.99%-9.6pp | 5.13%-1.8pp |
| Employer contribution / active EE | $2,286 | $1,739+31.4% | $2,338-2.2% | $1,974+15.8% |
| Participant deferral / active EE | $3,347 | $2,486+34.7% | $2,931+14.2% | $3,061+9.4% |
| Admin fee / account holder | $3 | $89-96.9% | $4,381-99.9% | $95-97.1% |