Filed October 18, 2004 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,771 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,034 | $56,544+151.2% | $75,501+88.1% | $70,126+102.5% |
| Participation rate | 89.9% | 68.1%+21.8pp | 72.4%+17.5pp | 69.5%+20.3pp |
| Annual return | 11.96% | 23.59%-11.6pp | 27.35%-15.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $3,239 | $1,817+78.3% | $2,352+37.7% | $2,343+38.3% |
| Participant deferral / active EE | $4,187 | $2,580+62.3% | $3,142+33.2% | $3,332+25.7% |
| Admin fee / account holder | $31 | $3,827-99.2% | $5,801-99.5% | $4,645-99.3% |