Filed April 3, 2011
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.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 | Advisory (Plan) | $50,250 |
ACTUARIAL BENEFITS CORP7 years Service code 19 · EIN 20-1054428 | Securities Custodian | $17,260 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 · EIN 48-1305000 | Advisory (Plan) | $0 |
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 | $47,115 | $47,180-0.1% | $149,723-68.5% | $74,473-36.7% |
| Participation rate | 8.1% | 63.4%-55.3pp | 78.8%-70.7pp | 70.7%-62.6pp |
| Annual return | 13.81% | 22.75%-8.9pp | 134.50%-120.7pp | 34.36%-20.6pp |
| Employer contribution / active EE | $3,085 | $1,907+61.8% | $4,821-36.0% | $2,638+16.9% |
| Participant deferral / active EE | $3,799 | $2,730+39.2% | $5,682-33.1% | $4,530-16.1% |
| Admin fee / account holder | $144 | $343-58.1% | $13,215-98.9% | $347-58.6% |