Filed April 24, 2014 (most recent of 3 filings on file)
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 year Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $50,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $30,121 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $208,407 | $80,005+160.5% | $140,019+48.8% | $55,727+274.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -2.55% | 0.46%-3.0pp | 651.19%-653.7pp | 244.94%-247.5pp |
| Employer contribution / active EE | $7,202 | $3,403+111.7% | $5,605+28.5% | $2,078+246.5% |
| Participant deferral / active EE | $10,430 | $5,264+98.1% | $6,927+50.6% | $3,356+210.8% |
| Admin fee / account holder | $353 | $116+205.1% | $10,705-96.7% | $115+206.4% |