Filed January 4, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 95-3582843 | Investment Management | $224,571 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 53-0181291 | Actuarial | $120,925 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 56-1354495 | Recordkeeping | $27,451 |
CAUSEY DEMGEN & MOORE PC6 years Service code 10 · EIN 84-1158905 | Accounting | $15,700 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 17 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Pension Consulting | $10,253 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 13.45% | 11.91%+1.5pp | 36.37%-22.9pp | 13.24%+0.2pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |