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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $444,989 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $10,500 |
FINDLEY1 year Service code 16 · EIN 34-1213174 | Consulting | $4,500 |
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 | $67,322 | $87,358-22.9% | $68,612-1.9% | $68,904-2.3% |
| Participation rate | 95.9% | 80.2%+15.7pp | 72.2%+23.7pp | 74.1%+21.8pp |
| Annual return | 13.40% | -3.98%+17.4pp | -4.63%+18.0pp | 1.07%+12.3pp |
| Employer contribution / active EE | $164 | $3,082-94.7% | $2,625-93.8% | $2,540-93.5% |
| Participant deferral / active EE | $4,982 | $4,259+17.0% | $3,311+50.5% | $4,015+24.1% |
| Admin fee / account holder | $76 | $68+13.0% | $5,131-98.5% | $71+7.1% |