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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $384,691 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $67,500 |
LUTZ & COMPANY, PC2+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $10,000 |
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 | $41,329 | $43,110-4.1% | $156,551-73.6% | $65,292-36.7% |
| Participation rate | 90.1% | 69.3%+20.8pp | 84.0%+6.1pp | 72.4%+17.7pp |
| Annual return | 9.51% | 11.24%-1.7pp | 32.23%-22.7pp | 11.84%-2.3pp |
| Employer contribution / active EE | $3,053 | $1,702+79.4% | $5,501-44.5% | $2,302+32.6% |
| Participant deferral / active EE | $3,347 | $2,520+32.8% | $4,871-31.3% | $3,579-6.5% |
| Admin fee / account holder | $70 | $47+47.5% | $13,028-99.5% | $57+21.5% |