Filed October 22, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $55,368 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $48,235 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,711 | $50,820+1.8% | $155,567-66.8% | $77,671-33.4% |
| Participation rate | 46.0% | 63.1%-17.1pp | 78.2%-32.2pp | 70.6%-24.6pp |
| Annual return | 13.21% | 34.85%-21.6pp | 64.74%-51.5pp | 31.21%-18.0pp |
| Employer contribution / active EE | $1,343 | $1,993-32.6% | $4,674-71.3% | $2,726-50.7% |
| Participant deferral / active EE | $2,794 | $2,823-1.0% | $5,628-50.3% | $4,648-39.9% |
| Admin fee / account holder | $205 | $436-52.9% | $15,916-98.7% | $430-52.3% |