Filed January 23, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $65,982 |
TORAY PLASTICS AMERICA, INC.1+ years Service code 10 · EIN 05-0353346 | Accounting | $30,920 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,920 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,250 | $81,321-2.5% | $68,509+15.7% | $59,188+33.9% |
| Participation rate | 94.6% | 83.8%+10.8pp | 74.7%+19.9pp | 69.4%+25.2pp |
| Annual return | 1.13% | 4.65%-3.5pp | 8.27%-7.1pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,993 | $3,297-39.6% | $2,278-12.5% | $2,098-5.0% |
| Participant deferral / active EE | $4,721 | $4,592+2.8% | $3,382+39.6% | $3,265+44.6% |
| Admin fee / account holder | $29 | $62-52.3% | $5,275-99.4% | $92-68.1% |