Filed May 5, 2005 (most recent of 3 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 | $21,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,710 | $80,354-10.8% | $133,975-46.5% | $63,975+12.1% |
| Participation rate | 91.5% | 87.5%+4.0pp | 87.1%+4.4pp | 71.1%+20.4pp |
| Annual return | 7.94% | 13.11%-5.2pp | 29.29%-21.4pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,075 | $3,503-69.3% | $5,211-79.4% | $2,182-50.7% |
| Participant deferral / active EE | $3,161 | $5,239-39.7% | $6,282-49.7% | $3,356-5.8% |
| Admin fee / account holder | $1 | $69-99.2% | $9,324-100.0% | $70-99.2% |