Filed June 7, 2014 (most recent of 4 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 |
|---|---|---|
Service code 10 · EIN 20-5322603 | Accounting | $71,600 |
BERRY DUNN4+ years Filed as: BERY DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $9,250 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $8,793 |
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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 | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.69% | -2.48%-3.2pp | -102.04%+96.4pp | 0.19%-5.9pp |
| Employer contribution / active EE | $4,415 | $7,648-42.3% | $36,232-87.8% | $13,763-67.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |