Filed February 10, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,810,341 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $473,446 |
Service code 16 · EIN 20-4322603 | Consulting | $94,992 |
BPS&M1 year Filed as: BPS&M, LLC Service code 50 · EIN 62-0853448 625 MARQUETTE AVENUE · MINNEAPOLIS, MN 55479 | Direct Payment | $85,631 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $68,000 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE, LLC Service code 49 · EIN 20-3987455 | Other Services | $24,089 |
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 | $53,153 | $53,684-1.0% | $170,435-68.8% | $80,976-34.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 83.6%-16.9pp | 68.3%-1.5pp |
| Annual return | 15.58% | 25.97%-10.4pp | 205.94%-190.4pp | 22.91%-7.3pp |
| Employer contribution / active EE | $898 | $1,642-45.3% | $5,432-83.5% | $2,402-62.6% |
| Participant deferral / active EE | $2,846 | $3,017-5.6% | $4,939-42.4% | $3,848-26.0% |
| Admin fee / account holder | $54 | $46+15.5% | $13,881-99.6% | $67-20.6% |