Filed December 5, 2003 (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.3+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $1,035,633 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $157,860 |
BPS&M2 years Service code 49 · EIN 62-0853448 | Other Services | $61,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,337 | $39,909-1.4% | $78,775-50.1% | $80,976-51.4% |
| Participation rate | 55.1% | 55.7%-0.6pp | 69.2%-14.1pp | 68.3%-13.2pp |
| Annual return | 23.45% | 23.47%0pp | 35.62%-12.2pp | 22.91%+0.5pp |
| Employer contribution / active EE | $646 | $778-16.9% | $1,986-67.5% | $2,402-73.1% |
| Participant deferral / active EE | $1,099 | $1,359-19.1% | $2,958-62.8% | $3,848-71.4% |
| Admin fee / account holder | $7 | $50-85.9% | $5,132-99.9% | $67-89.6% |