Filed October 12, 2010
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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,012,388 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 27 · EIN 22-2232264 | Advisory (Plan) | $30,162 |
GLO DOCUMENT SERVICES1 year Service code 49 · EIN 36-2550923 | Other Services | $16,361 |
BELL BANK2 years Filed as: BELL-LITHCO, INC. Service code 49 · EIN 36-2550923 | Other Services | $12,497 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $11,400 |
FOLEY & LARDNER LLP3 years Service code 49 · EIN 39-0473800 | Other Services | $212 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,238 | $46,969-82.5% | $154,110-94.7% | $73,367-88.8% |
| Participation rate | 77.9% | 72.4%+5.5pp | 83.0%-5.1pp | 69.5%+8.5pp |
| Annual return | -5.62% | 821.68%-827.3pp | 735.22%-740.8pp | 173.45%-179.1pp |
| Employer contribution / active EE | $222 | $1,723-87.1% | $5,298-95.8% | $2,499-91.1% |
| Participant deferral / active EE | $1,447 | $3,162-54.2% | $5,081-71.5% | $4,033-64.1% |
| Admin fee / account holder | $43 | $47-7.1% | $13,412-99.7% | $68-36.7% |