Filed April 11, 2013
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.6+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $13,736 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $8,622 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CPMGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,512 | $59,328+71.1% | $118,925-14.6% | $73,488+38.1% |
| Participation rate | 99.5% | 62.3%+37.2pp | 75.4%+24.1pp | 70.7%+28.8pp |
| Annual return | 13.85% | 19.13%-5.3pp | 35.88%-22.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,567 | $1,803-13.1% | $3,263-52.0% | $2,270-31.0% |
| Participant deferral / active EE | $4,584 | $2,604+76.0% | $4,265+7.5% | $3,740+22.6% |
| Admin fee / account holder | $86 | $600-85.7% | $6,581-98.7% | $513-83.3% |