Filed January 1, 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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $15,952 |
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 | $2,055 | $99,212-97.9% | $96,564-97.9% | $74,478-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -6.29% | 22.40%-28.7pp | 25.89%-32.2pp | 34.37%-40.7pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $2,967-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $16 | $225-92.9% | $8,256-99.8% | $347-95.4% |