Filed October 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $372,707 |
Service code 27 · EIN 27-3188744 | Advisory (Plan) | $45,000 |
TANNER LLC1 year Filed as: TANNER, LLC Service code 27 · EIN 22-2253063 | Advisory (Plan) | $24,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,130 | $96,540-34.6% | $67,313-6.2% | $73,367-14.0% |
| Participation rate | 64.3% | 65.8%-1.5pp | 69.1%-4.8pp | 69.5%-5.2pp |
| Annual return | -5.22% | -4.11%-1.1pp | -4.08%-1.1pp | 173.45%-178.7pp |
| Employer contribution / active EE | $2,418 | $4,087-40.8% | $2,566-5.8% | $2,499-3.2% |
| Participant deferral / active EE | $3,175 | $3,965-19.9% | $3,568-11.0% | $4,033-21.3% |
| Admin fee / account holder | $39 | $100-61.1% | $4,507-99.1% | $68-43.3% |