Filed June 30, 2008
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,444 | $31,370-82.6% | $74,577-92.7% | $63,975-91.5% |
| Participation rate | 38.5% | 42.6%-4.1pp | 68.1%-29.7pp | 71.1%-32.7pp |
| Annual return | 3.94% | -105.16%+109.1pp | 20.47%-16.5pp | 48.65%-44.7pp |
| Employer contribution / active EE | $32 | $822-96.2% | $2,525-98.8% | $2,182-98.6% |
| Participant deferral / active EE | $137 | $1,560-91.2% | $3,458-96.0% | $3,356-95.9% |
| Admin fee / account holder | $1 | $77-98.7% | $4,138-100.0% | $70-98.6% |