Filed June 26, 2013 (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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $84,634 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,107 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,712 | $60,504+426.8% | $81,882+289.2% | $74,478+327.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.93% | 16.91%-2.0pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $20,275 | $2,627+671.9% | $2,916+595.3% | $2,626+672.0% |
| Participant deferral / active EE | $16,025 | $3,400+371.4% | $4,323+270.7% | $4,350+268.4% |
| Admin fee / account holder | $40 | $1,492-97.3% | $7,360-99.5% | $1,946-98.0% |