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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $391,257 |
PORTFOLIO EVALUATIONS, INC.3 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $22,850 |
Service code 10 · EIN 47-0629816 | Accounting | $8,000 |
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 | $64,433 | $63,259+1.9% | $178,510-63.9% | $93,223-30.9% |
| Participation rate | 96.2% | 72.1%+24.1pp | 81.9%+14.3pp | 74.9%+21.3pp |
| Annual return | 18.73% | 19.93%-1.2pp | 151.13%-132.4pp | 19.29%-0.6pp |
| Employer contribution / active EE | $3,359 | $1,865+80.1% | $5,011-33.0% | $2,680+25.3% |
| Participant deferral / active EE | $4,106 | $3,372+21.7% | $5,202-21.1% | $4,563-10.0% |
| Admin fee / account holder | $49 | $58-15.4% | $13,988-99.6% | $79-38.0% |