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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $223,578 |
FINDLEY4 years Filed as: FINDLEY INC. Service code 16 · EIN 34-1213174 | Consulting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $115,926-100.0% | $100,540-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | -93.74% | 34.81%-128.5pp | 30.90%-124.6pp | 303.00%-396.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,272-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,082-100.0% | $11,252-100.0% |