Filed November 8, 2012
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+ years Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 34-1542819 335 EAST ST. GEORGE BLVD #101 · ST. GEORGE, UT 84790 | Pension Consulting | $21,437 |
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS Service code 17 · EIN 87-0506413 20 NORTH MAIN STREET · ST. GEORGE, UT 84770 | Pension Consulting | $13,685 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,247 | $42,546-57.1% | $71,796-74.6% | $55,167-66.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | -5.42% | 12.36%-17.8pp | 78.04%-83.5pp | 169.23%-174.7pp |
| Employer contribution / active EE | $1,067 | $803+32.8% | $1,924-44.6% | $1,963-45.7% |
| Participant deferral / active EE | $959 | $2,064-53.5% | $2,794-65.7% | $3,054-68.6% |
| Admin fee / account holder | $166 | $650-74.4% | $4,815-96.5% | $504-67.0% |