Filed December 15, 2004
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.8 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 36-4019175 1 N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Other Fees | $35,000 |
TIAA10+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $23,938 |
PASI, LLC1 year Filed as: PASI LLC Service code 14 10 TALCOTT NOTCH RD STE 2 · FARMINGTON, CT 060321800 | Plan Administrator | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,287 | $69,708+58.2% | $67,560+63.2% | $74,478+48.1% |
| Participation rate | 88.5% | 71.4%+17.1pp | 72.9%+15.6pp | 67.2%+21.3pp |
| Annual return | 10.45% | -40.67%+51.1pp | 3533.50%-3523.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,970 | $2,715-27.4% | $2,737-28.0% | $2,626-25.0% |
| Participant deferral / active EE | $3,073 | $3,637-15.5% | $4,004-23.3% | $4,350-29.4% |
| Admin fee / account holder | $206 | $887-76.7% | $3,994-94.8% | $1,946-89.4% |