Filed March 20, 2002 (most recent of 2 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 | $278,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,511 | $89,274+32.7% | $149,721-20.8% | $77,958+52.0% |
| Participation rate | 81.8% | 87.6%-5.8pp | 87.1%-5.2pp | 71.6%+10.2pp |
| Annual return | 14.42% | 20.36%-5.9pp | 1501.67%-1487.2pp | 20.87%-6.4pp |
| Employer contribution / active EE | $2,135 | $3,727-42.7% | $5,444-60.8% | $2,310-7.6% |
| Participant deferral / active EE | $3,907 | $5,382-27.4% | $6,568-40.5% | $3,537+10.5% |
| Admin fee / account holder | $84 | $240-64.8% | $11,282-99.3% | $97-13.4% |