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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $411,296 |
Service code 16 · EIN 53-0181291 | Consulting | $45,000 |
WIPFLI LLP5+ years Service code 10 · EIN 39-0758449 | Accounting | $10,900 |
Annual investment return 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 | $71,678 | $225,489-68.2% | $81,726-12.3% | $93,223-23.1% |
| Participation rate | 93.8% | 80.7%+13.1pp | 72.0%+21.8pp | 74.9%+18.9pp |
| Annual return | 6.07% | 14.44%-8.4pp | 29.49%-23.4pp | 19.29%-13.2pp |
| Employer contribution / active EE | $2,578 | $3,151-18.2% | $4,311-40.2% | $2,680-3.8% |
| Participant deferral / active EE | $5,175 | $4,408+17.4% | $7,108-27.2% | $4,563+13.4% |
| Admin fee / account holder | $79 | $185-57.5% | $5,160-98.5% | $79-0.7% |