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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $324,115 |
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $22,730 |
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 | $48,667 | $44,007+10.6% | $154,110-68.4% | $68,904-29.4% |
| Participation rate | 94.6% | 70.0%+24.5pp | 83.0%+11.5pp | 74.1%+20.5pp |
| Annual return | -4.18% | 8.15%-12.3pp | 735.22%-739.4pp | 1.07%-5.2pp |
| Employer contribution / active EE | $3,044 | $1,732+75.8% | $5,298-42.5% | $2,540+19.8% |
| Participant deferral / active EE | $3,866 | $2,813+37.5% | $5,081-23.9% | $4,015-3.7% |
| Admin fee / account holder | $48 | $65-26.6% | $13,412-99.6% | $71-33.3% |