Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $425,368 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $47,500 |
BPS&M2+ years Service code 16 · EIN 62-0853448 | Consulting | $37,755 |
REINHART BOERNER VAN DEUREN S.C.2+ years Service code 29 · EIN 39-1126909 | Legal | $15,253 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $10,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,174 | $94,339-32.0% | $75,501-15.0% | $177,276-63.8% |
| Participation rate | 94.8% | 80.3%+14.5pp | 72.4%+22.4pp | 74.8%+20.0pp |
| Annual return | 14.85% | 18.58%-3.7pp | 27.35%-12.5pp | 21.25%-6.4pp |
| Employer contribution / active EE | $155 | $2,982-94.8% | $2,352-93.4% | $2,479-93.7% |
| Participant deferral / active EE | $5,013 | $3,974+26.2% | $3,142+59.5% | $3,881+29.2% |
| Admin fee / account holder | $89 | $53+67.4% | $5,801-98.5% | $154-42.5% |