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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $845,437 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $620,029 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $181,445 |
FINDLEY4 years Filed as: FINDLEY, INC Service code 49 · EIN 34-1213174 | Other Services | $15,500 |
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 | $59,845 | $55,785+7.3% | $96,583-38.0% | $106,520-43.8% |
| Participation rate | 45.1% | 53.4%-8.3pp | 69.8%-24.8pp | 71.3%-26.3pp |
| Annual return | 33.83% | 17.66%+16.2pp | 37.79%-4.0pp | 19.28%+14.6pp |
| Employer contribution / active EE | $785 | $1,042-24.6% | $2,357-66.7% | $2,840-72.4% |
| Participant deferral / active EE | $1,578 | $1,782-11.5% | $3,850-59.0% | $4,948-68.1% |
| Admin fee / account holder | $10 | $59-83.7% | $6,184-99.8% | $75-87.2% |