Filed April 24, 1995
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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $208,193 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $30,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $9,468 |
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 | $57,359 | $61,125-6.2% | $108,582-47.2% | $63,975-10.3% |
| Participation rate | 88.4% | 80.5%+7.9pp | 79.6%+8.8pp | 71.1%+17.3pp |
| Annual return | 8.07% | 14.06%-6.0pp | -51.70%+59.8pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,085 | $2,237-51.5% | $3,758-71.1% | $2,182-50.2% |
| Participant deferral / active EE | $4,708 | $3,574+31.7% | $4,311+9.2% | $3,356+40.3% |
| Admin fee / account holder | $95 | $72+32.2% | $7,645-98.8% | $70+35.0% |