Filed December 22, 1997
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 Filed as: WELLS FARGO Service code 28 707 WILSHIRE BLVD, FLOOR 19 · LOS ANGELES, CA 90017 | Investment Management | $12,700 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 28 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $3,747 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,996 | $63,924+89.3% | $108,582+11.4% | $55,167+119.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 3.74% | 15.31%-11.6pp | -51.70%+55.4pp | 169.23%-165.5pp |
| Employer contribution / active EE | $2,978 | $1,879+58.5% | $3,758-20.8% | $1,963+51.7% |
| Participant deferral / active EE | $6,028 | $3,067+96.6% | $4,311+39.8% | $3,054+97.4% |
| Admin fee / account holder | $128 | $618-79.3% | $7,645-98.3% | $504-74.6% |