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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $326,640 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $62,822 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,896 | $34,813-85.9% | $84,646-94.2% | $82,204-94.0% |
| Participation rate | 84.3% | 33.8%+50.5pp | 68.2%+16.1pp | 73.4%+10.9pp |
| Annual return | 28.33% | 44.87%-16.5pp | 258.85%-230.5pp | 26.31%+2.0pp |
| Employer contribution / active EE | $297 | $718-58.7% | $2,654-88.8% | $2,707-89.0% |
| Participant deferral / active EE | $971 | $1,334-27.2% | $3,901-75.1% | $4,246-77.1% |
| Admin fee / account holder | $40 | $107-62.2% | $4,915-99.2% | $76-46.6% |