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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,955,129 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 04-6171663 | Investment Management | $672,764 |
SMART SOURCE LLC3 years Filed as: SMART SOURCE, LLC Service code 49 · EIN 20-3987455 | Other Services | $133,325 |
Service code 16 · EIN 20-4322603 | Consulting | $94,992 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $93,250 |
FINDLEY1 year Service code 50 · EIN 34-1213174 | Direct Payment | $53,958 |
BPS&M2 years Filed as: BPS&M, LLC Service code 50 · EIN 62-0853448 | Direct Payment | $22,963 |
Filed as: TORILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $12,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,343 | $46,969+5.1% | $154,110-68.0% | $73,367-32.7% |
| Participation rate | 64.9% | 72.4%-7.5pp | 83.0%-18.2pp | 69.5%-4.6pp |
| Annual return | -4.96% | 821.68%-826.6pp | 735.22%-740.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $962 | $1,723-44.2% | $5,298-81.8% | $2,499-61.5% |
| Participant deferral / active EE | $2,943 | $3,162-6.9% | $5,081-42.1% | $4,033-27.0% |
| Admin fee / account holder | $48 | $47+2.1% | $13,412-99.6% | $68-30.4% |