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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $295,628 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $269,020 |
MARQUETTE ASSOCIATES1 year Service code 16 · EIN 36-3485298 | Consulting | $63,700 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ ACCOUNTING Service code 10 · EIN 47-0625816 | Accounting | $23,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,026 | $69,238+11.2% | $185,854-58.6% | $101,555-24.2% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.7%+12.8pp | 74.5%+20.0pp |
| Annual return | 15.27% | 21.26%-6.0pp | 122.12%-106.8pp | 21.00%-5.7pp |
| Employer contribution / active EE | $3,834 | $2,104+82.2% | $5,169-25.8% | $2,972+29.0% |
| Participant deferral / active EE | $4,421 | $3,764+17.5% | $5,569-20.6% | $4,874-9.3% |
| Admin fee / account holder | $74 | $66+11.0% | $16,246-99.5% | $139-47.2% |