Filed May 10, 2006
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Other Commissions | $32,717 |
RELIANCE TRUST COMPANY7+ years Service code 71 | Brokerage Fees | $12,478 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
FIRST CLEARING LLC8+ years Service code 71 · EIN 25-2384840 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,117 | $72,607+26.9% | $90,749+1.5% | $66,914+37.7% |
| Participation rate | 91.1% | 73.7%+17.5pp | 75.7%+15.4pp | 69.8%+21.3pp |
| Annual return | -17.04% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $6,221 | $2,369+162.6% | $2,921+113.0% | $2,544+144.5% |
| Participant deferral / active EE | $95 | $3,977-97.6% | $4,564-97.9% | $4,237-97.8% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |