Filed October 18, 2004 (most recent of 4 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $366,177 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $34,177 |
LUTZ & COMPANY, PC1+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $4,050 |
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 | $37,305 | $63,964-41.7% | $147,618-74.7% | $67,505-44.7% |
| Participation rate | 87.8% | 68.6%+19.2pp | 84.6%+3.1pp | 71.2%+16.6pp |
| Annual return | -0.18% | 9.05%-9.2pp | 61.98%-62.2pp | 6.52%-6.7pp |
| Employer contribution / active EE | $1,049 | $1,618-35.1% | $5,564-81.1% | $2,173-51.7% |
| Participant deferral / active EE | $3,140 | $2,589+21.3% | $4,895-35.9% | $3,597-12.7% |
| Admin fee / account holder | $66 | $43+54.1% | $11,612-99.4% | $56+17.5% |