Filed May 24, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $227,614 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,829 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $46,256 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,762 | $130,052-27.9% | $86,717+8.1% | $77,906+20.4% |
| Participation rate | 74.5% | 85.9%-11.4pp | 76.6%-2.1pp | 73.7%+0.8pp |
| Annual return | -11.04% | -12.73%+1.7pp | 35.97%-47.0pp | 12.16%-23.2pp |
| Employer contribution / active EE | $1,244 | $3,214-61.3% | $2,837-56.1% | $2,846-56.3% |
| Participant deferral / active EE | $4,063 | $5,741-29.2% | $4,657-12.8% | $4,805-15.4% |
| Admin fee / account holder | $141 | $132+6.7% | $7,494-98.1% | $133+6.1% |