Filed June 15, 2009 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $700,249 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 21 · EIN 42-1558009 | Bank Trustee | $69,659 |
DEMARCHE ASSOCIATES, INC.1+ years Filed as: DEMARCHE ASSOCIATES INC. Service code 27 · EIN 43-1493130 | Advisory (Plan) | $61,000 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 16 · EIN 04-3609848 | Consulting | $10,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,735 | $87,670+46.8% | $123,105+4.6% | $69,651+84.8% |
| Participation rate | 90.1% | 87.8%+2.4pp | 86.8%+3.4pp | 66.6%+23.6pp |
| Annual return | -1.79% | 3.10%-4.9pp | 13.22%-15.0pp | 53.77%-55.6pp |
| Employer contribution / active EE | $4,262 | $3,511+21.4% | $5,151-17.3% | $2,241+90.2% |
| Participant deferral / active EE | $8,050 | $5,412+48.7% | $6,229+29.2% | $3,635+121.4% |
| Admin fee / account holder | $93 | $94-1.5% | $9,014-99.0% | $63+46.7% |