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.6+ years Service code 10 · EIN 94-1347393 | Accounting | $223,846 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $166,577 |
WIPFLI LLP6+ years Service code 10 · EIN 39-0758449 | Accounting | $31,133 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,588 | $111,651-32.3% | $86,645-12.8% | $101,555-25.6% |
| Participation rate | 93.3% | 83.2%+10.0pp | 71.7%+21.6pp | 74.5%+18.7pp |
| Annual return | 17.76% | 19.55%-1.8pp | 63.52%-45.8pp | 21.00%-3.2pp |
| Employer contribution / active EE | $2,393 | $3,410-29.8% | $2,496-4.1% | $2,972-19.5% |
| Participant deferral / active EE | $5,456 | $4,831+12.9% | $3,700+47.5% | $4,874+11.9% |
| Admin fee / account holder | $62 | $79-21.5% | $5,830-98.9% | $139-55.5% |