Filed July 30, 1992
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $104,275 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 20 · EIN 26-4310632 | Trustee (individual); Direct payment ... | $57,461 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $10,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,210 | $75,284+26.5% | $91,004+4.6% | $69,631+36.7% |
| Participation rate | 99.3% | 80.4%+18.9pp | 75.6%+23.7pp | 70.7%+28.6pp |
| Annual return | 18.06% | 48.40%-30.3pp | 4.60%+13.5pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,262 | $2,473-8.5% | $2,456-7.9% | $2,032+11.3% |
| Participant deferral / active EE | $5,733 | $3,700+55.0% | $3,548+61.6% | $3,224+77.8% |
| Admin fee / account holder | $324 | $111+192.8% | $5,417-94.0% | $110+193.1% |