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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $246,912 |
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 | $130,698 | $95,776+36.5% | $162,185-19.4% | $77,775+68.0% |
| Participation rate | 81.4% | 88.6%-7.3pp | 87.6%-6.2pp | 73.2%+8.2pp |
| Annual return | 20.33% | 37.03%-16.7pp | 115.61%-95.3pp | 32.58%-12.2pp |
| Employer contribution / active EE | $2,200 | $3,874-43.2% | $5,613-60.8% | $2,504-12.1% |
| Participant deferral / active EE | $4,137 | $6,125-32.5% | $7,297-43.3% | $3,966+4.3% |
| Admin fee / account holder | $74 | $88-15.7% | $10,844-99.3% | $100-26.1% |