Filed March 9, 2004 (most recent of 2 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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $101,527 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $17,483 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $15,653 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 16 · EIN 34-1213174 | Consulting | $7,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,764 | $73,404-39.0% | $87,102-48.6% | $67,584-33.8% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.9%+11.8pp | 71.3%+17.4pp |
| Annual return | 20.57% | 48.29%-27.7pp | 28.19%-7.6pp | 378.59%-358.0pp |
| Employer contribution / active EE | $1,927 | $2,014-4.3% | $2,521-23.6% | $2,148-10.3% |
| Participant deferral / active EE | $2,830 | $3,913-27.7% | $4,048-30.1% | $3,540-20.0% |
| Admin fee / account holder | $119 | $142-15.9% | $7,493-98.4% | $142-16.4% |