Filed November 16, 2004
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.7 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1441 WEST UTE. BLVD. · PARK CITY, UT 84098 | Pension Consulting | $15,205 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $1,320 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Participant... | $745 |
NEWPORT GROUP, INC.9+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,763 | $82,978-7.5% | $129,995-40.9% | $71,457+7.4% |
| Participation rate | 90.0% | 74.1%+15.9pp | 78.5%+11.5pp | 67.9%+22.1pp |
| Annual return | 22.40% | 20.60%+1.8pp | -137.18%+159.6pp | 28.85%-6.4pp |
| Employer contribution / active EE | $1,731 | $2,622-34.0% | $4,320-59.9% | $2,588-33.1% |
| Participant deferral / active EE | $4,085 | $4,432-7.8% | $5,820-29.8% | $4,289-4.7% |
| Admin fee / account holder | $98 | $1,729-94.3% | $10,614-99.1% | $1,587-93.8% |