Filed May 10, 2005
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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $495,211 |
FINDLEY2 years Filed as: FINDLEY INC. Service code 16 · EIN 34-1213174 | Consulting | $14,000 |
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 | $103,930 | $94,115+10.4% | $83,327+24.7% | $73,367+41.7% |
| Participation rate | 77.8% | 83.7%-5.9pp | 77.8%+0.1pp | 69.5%+8.3pp |
| Annual return | -3.91% | -6.12%+2.2pp | 10.64%-14.6pp | 173.45%-177.4pp |
| Employer contribution / active EE | $1,451 | $2,931-50.5% | $3,379-57.0% | $2,499-41.9% |
| Participant deferral / active EE | $3,981 | $6,759-41.1% | $5,565-28.5% | $4,033-1.3% |
| Admin fee / account holder | $36 | $75-52.6% | $7,540-99.5% | $68-47.9% |