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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $489,294 |
FINDLEY3 years Filed as: FINDLEY INC. Service code 16 · EIN 34-1213174 | Consulting | $13,500 |
Service code 29 · EIN 82-2454613 | Legal | $5,360 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,421 | $116,243+9.6% | $91,994+38.5% | $89,609+42.2% |
| Participation rate | 78.6% | 84.8%-6.2pp | 78.6%-0.1pp | 69.6%+9.0pp |
| Annual return | 18.00% | 23.75%-5.8pp | 69.04%-51.0pp | 33.65%-15.7pp |
| Employer contribution / active EE | $1,503 | $3,226-53.4% | $3,453-56.5% | $2,584-41.8% |
| Participant deferral / active EE | $4,155 | $7,519-44.7% | $5,924-29.9% | $4,222-1.6% |
| Admin fee / account holder | $39 | $82-52.6% | $7,744-99.5% | $72-45.6% |