Filed November 11, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $172,267 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,386 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $108,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,313 | $2,703,213-97.1% | $165,100-52.0% | $200,096-60.4% |
| Participation rate | 96.7% | 78.4%+18.2pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 13.36% | 17.97%-4.6pp | 70.21%-56.8pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,981 | $2,973-33.4% | $4,348-54.4% | $3,038-34.8% |
| Participant deferral / active EE | $6,854 | $5,021+36.5% | $6,035+13.6% | $5,090+34.7% |
| Admin fee / account holder | $342 | $1,999-82.9% | $12,696-97.3% | $269+27.1% |