Filed March 25, 2013
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 37 · EIN 04-2647786 | Loan Processing | $152,410 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,021 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 16 · EIN 99-2733489 | Consulting | $14,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $21,394 | $41,039-47.9% | $85,240-74.9% | $99,313-78.5% |
| Participation rate | 15.8% | 34.4%-18.6pp | 67.5%-51.7pp | 71.7%-55.9pp |
| Annual return | 21.70% | 17.44%+4.3pp | 66.75%-45.1pp | 17.67%+4.0pp |
| Employer contribution / active EE | $42 | $1,106-96.2% | $2,735-98.5% | $3,264-98.7% |
| Participant deferral / active EE | $798 | $2,193-63.6% | $4,527-82.4% | $5,346-85.1% |
| Admin fee / account holder | $172 | $177-2.6% | $6,165-97.2% | $109+58.0% |