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.
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,745 | $100,921-55.7% | $82,313-45.6% | $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% |