Filed April 16, 2008 (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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,217,801 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 21 · EIN 59-1531281 | Bank Trustee | $179,457 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $94,302 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 58-1428634 | Accounting | $19,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,844 | $69,651-71.5% | $73,837-73.1% | $69,651-71.5% |
| Participation rate | 93.5% | 66.6%+26.9pp | 73.4%+20.1pp | 66.6%+26.9pp |
| Annual return | -0.88% | 53.77%-54.7pp | 2268.13%-2269.0pp | 53.77%-54.7pp |
| Employer contribution / active EE | $745 | $2,241-66.8% | $2,788-73.3% | $2,241-66.8% |
| Participant deferral / active EE | $2,195 | $3,635-39.6% | $3,583-38.7% | $3,635-39.6% |
| Admin fee / account holder | $105 | $63+65.7% | $4,882-97.9% | $63+65.7% |