Filed September 20, 1999
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $693,825 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN Service code 50 · EIN 13-4064930 | Direct Payment | $127,870 |
Filed as: BLUE PRAIRIE GROUP Service code 27 · EIN 76-0701903 | Advisory (Plan) | $18,000 |
Service code 50 · EIN 04-1867445 | Direct Payment | $12,501 |
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 | $18,549 | $38,963-52.4% | $71,793-74.2% | $329,111-94.4% |
| Participation rate | 97.4% | 53.8%+43.7pp | 69.1%+28.3pp | 67.9%+29.6pp |
| Annual return | 10.02% | 9.85%+0.2pp | 78.04%-68.0pp | 16.35%-6.3pp |
| Employer contribution / active EE | $1,640 | $758+116.3% | $1,924-14.8% | $2,303-28.8% |
| Participant deferral / active EE | $1,816 | $1,286+41.2% | $2,794-35.0% | $3,682-50.7% |
| Admin fee / account holder | $52 | $50+3.7% | $4,815-98.9% | $754-93.1% |