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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $359,663 |
PORTFOLIO EVALUATIONS, INC.2 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $22,760 |
Service code 10 · EIN 47-0629816 | Accounting | $14,750 |
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 | $54,670 | $53,565+2.1% | $172,757-68.4% | $82,204-33.5% |
| Participation rate | 95.3% | 69.6%+25.7pp | 82.6%+12.7pp | 73.4%+21.9pp |
| Annual return | 22.13% | 31.42%-9.3pp | 803.06%-780.9pp | 26.31%-4.2pp |
| Employer contribution / active EE | $3,165 | $1,857+70.4% | $5,144-38.5% | $2,707+16.9% |
| Participant deferral / active EE | $3,769 | $3,006+25.4% | $5,198-27.5% | $4,246-11.2% |
| Admin fee / account holder | $48 | $61-22.2% | $13,956-99.7% | $76-36.8% |