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.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $25,678 |
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 | $80,568 | $89,274-9.8% | $149,721-46.2% | $77,958+3.3% |
| Participation rate | 92.0% | 87.6%+4.4pp | 87.1%+4.9pp | 71.6%+20.3pp |
| Annual return | 13.63% | 20.36%-6.7pp | 1501.67%-1488.0pp | 20.87%-7.2pp |
| Employer contribution / active EE | $933 | $3,727-75.0% | $5,444-82.9% | $2,310-59.6% |
| Participant deferral / active EE | $3,281 | $5,382-39.0% | $6,568-50.0% | $3,537-7.2% |
| Admin fee / account holder | $1 | $240-99.6% | $11,282-100.0% | $97-98.9% |