Filed February 23, 1999
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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 33 · EIN 34-1542819 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Securities brokerage commissions and ... | $118,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 37 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $3,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,430 | $129,227+3.3% | $184,256-27.6% | $77,762+71.6% |
| Participation rate | 27.2% | 87.4%-60.1pp | 86.8%-59.6pp | 70.6%-43.4pp |
| Annual return | 10.66% | 33.24%-22.6pp | 28.85%-18.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $4,176 | $4,412-5.4% | $6,427-35.0% | $2,728+53.1% |
| Participant deferral / active EE | $5,070 | $7,307-30.6% | $9,133-44.5% | $4,651+9.0% |
| Admin fee / account holder | $5 | $256-98.1% | $13,899-100.0% | $433-98.9% |