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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,977,980 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 04-6171663 | Investment Management | $736,272 |
Service code 16 · EIN 20-4322603 | Consulting | $94,992 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $87,808 |
FINDLEY2 years Service code 50 · EIN 34-1213174 | Direct Payment | $40,625 |
SMART SOURCE LLC4 years Filed as: SMART SOURCE, LLC Service code 49 · EIN 20-3987455 | Other Services | $1,120 |
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 | $58,970 | $58,202+1.3% | $172,757-65.9% | $89,609-34.2% |
| Participation rate | 63.6% | 72.8%-9.2pp | 82.6%-19.0pp | 69.6%-6.0pp |
| Annual return | 22.72% | 61.59%-38.9pp | 803.06%-780.3pp | 33.65%-10.9pp |
| Employer contribution / active EE | $986 | $1,759-44.0% | $5,144-80.8% | $2,584-61.9% |
| Participant deferral / active EE | $3,082 | $3,335-7.6% | $5,198-40.7% | $4,222-27.0% |
| Admin fee / account holder | $57 | $53+9.2% | $13,956-99.6% | $72-19.9% |