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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $346,737 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $50,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,345 | $48,835-1.0% | $170,435-71.6% | $177,276-72.7% |
| Participation rate | 94.9% | 72.1%+22.9pp | 83.6%+11.3pp | 74.8%+20.1pp |
| Annual return | 19.05% | 19.44%-0.4pp | 205.94%-186.9pp | 21.25%-2.2pp |
| Employer contribution / active EE | $3,140 | $1,798+74.6% | $5,432-42.2% | $2,479+26.6% |
| Participant deferral / active EE | $3,545 | $2,757+28.6% | $4,939-28.2% | $3,881-8.6% |
| Admin fee / account holder | $55 | $52+6.3% | $13,881-99.6% | $154-64.2% |