Filed October 18, 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $957,923 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $112,103 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $31,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,226 | $69,298-3.0% | $94,229-28.7% | $67,505-0.4% |
| Participation rate | 94.9% | 78.7%+16.2pp | 78.8%+16.1pp | 71.2%+23.7pp |
| Annual return | -0.80% | 4.36%-5.2pp | 10.68%-11.5pp | 6.52%-7.3pp |
| Employer contribution / active EE | $1,415 | $1,785-20.7% | $3,587-60.5% | $2,173-34.9% |
| Participant deferral / active EE | $4,180 | $3,471+20.4% | $4,320-3.2% | $3,597+16.2% |
| Admin fee / account holder | $121 | $59+106.2% | $6,269-98.1% | $56+116.1% |