Filed December 11, 1997 (most recent of 5 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 Service code 21 · EIN 41-6257133 | Bank Trustee | $28,977 |
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 | $0 | $1,472,696-100.0% | $861,422-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 14.3%-14.3pp | 0.7%-0.7pp |
| Annual return | 13.76% | 13.24%+0.5pp | 6.57%+7.2pp | 13.24%+0.5pp |
| Employer contribution / active EE | $29,070 | $14,616+98.9% | $34,489-15.7% | $14,616+98.9% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |