Filed September 5, 2002 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $675,120 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $238,195 |
Service code 29 · EIN 36-1453176 | Legal | $9,341 |
BPS&M1 year Service code 29 · EIN 62-0853448 | Legal | $5,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,745 | $100,921-55.7% | $82,312-45.6% | $177,276-74.8% |
| Participation rate | 96.7% | 86.9%+9.7pp | 76.9%+19.8pp | 74.8%+21.8pp |
| Annual return | 19.13% | 20.33%-1.2pp | 25.88%-6.8pp | 21.25%-2.1pp |
| Employer contribution / active EE | $1,966 | $3,145-37.5% | $2,428-19.0% | $2,479-20.7% |
| Participant deferral / active EE | $3,019 | $5,192-41.8% | $3,706-18.5% | $3,881-22.2% |
| Admin fee / account holder | $94 | $64+46.8% | $5,608-98.3% | $154-38.9% |