Filed January 9, 2006 (most recent of 3 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $224,494 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $80,596 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA Service code 10 · EIN 76-0448495 | Accounting | $15,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,887 | $71,957-1.5% | $67,652+4.8% | $59,188+19.8% |
| Participation rate | 64.0% | 82.7%-18.7pp | 75.7%-11.7pp | 69.4%-5.4pp |
| Annual return | -1.33% | 8.53%-9.9pp | 6625.40%-6626.7pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,048 | $2,432-56.9% | $2,266-53.8% | $2,098-50.1% |
| Participant deferral / active EE | $2,910 | $4,211-30.9% | $3,560-18.3% | $3,265-10.9% |
| Admin fee / account holder | $118 | $64+84.4% | $4,821-97.5% | $92+28.3% |