Filed November 8, 2008
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,809 |
AND CO. CONSULTING LLC1 year Filed as: AND PARTNERS Service code 16 · EIN 62-1627736 | Consulting | $5,292 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SRVS Service code 16 · EIN 34-1542819 | Consulting | $2,099 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,284 | $47,553-61.5% | $136,867-86.6% | $69,733-73.8% |
| Participation rate | 71.6% | 61.4%+10.3pp | 74.5%-2.9pp | 62.5%+9.2pp |
| Annual return | 11.43% | -91.50%+102.9pp | 42.97%-31.5pp | 15.22%-3.8pp |
| Employer contribution / active EE | $169 | $2,087-91.9% | $3,547-95.2% | $2,250-92.5% |
| Participant deferral / active EE | $1,438 | $2,300-37.5% | $4,924-70.8% | $3,054-52.9% |
| Admin fee / account holder | $81 | $3,496-97.7% | $10,340-99.2% | $3,102-97.4% |