Filed March 17, 2003
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+ years Filed as: WELLS FARGO BANK Service code 16 · EIN 12-1000248 | Consulting | $268,922 |
Service code 11 · EIN 13-3689044 | Actuarial | $265,360 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,800 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 12 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Claims processing; Other fees | $5,448 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.53% | -0.96%+0.4pp | -2.01%+1.5pp | -0.60%+0.1pp |
| Employer contribution / active EE | $4,439 | $6,828-35.0% | $34,453-87.1% | $12,272-63.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |