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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $171,310 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $82,703 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $29,407 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $19,661 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 19.02% | 221.56%-202.5pp | 29.77%-10.7pp | 53.27%-34.2pp |
| Employer contribution / active EE | $5,419 | $12,096-55.2% | $33,607-83.9% | $14,774-63.3% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |