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 |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $210,241 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 95-3582843 | Investment Management | $178,990 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $140,575 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 56-1354495 | Recordkeeping | $26,391 |
CAUSEY DEMGEN & MOORE PC8 years Service code 10 · EIN 84-1158905 | Accounting | $17,300 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | -1.93% | 20.09%-22.0pp | 15.31%-17.2pp | 37.77%-39.7pp |
| Employer contribution / active EE | $14,154 | $15,382-8.0% | $28,686-50.7% | $15,798-10.4% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |