Filed March 12, 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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,976 |
Service code 49 · EIN 04-1590850 | Other Services | $4,346 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $149,045 | $66,319+124.7% | $93,621+59.2% | $65,186+128.6% |
| Participation rate | 70.8% | 74.0%-3.2pp | 75.8%-5.0pp | 70.2%+0.6pp |
| Annual return | 19.19% | 42.59%-23.4pp | 32.76%-13.6pp | 29.39%-10.2pp |
| Employer contribution / active EE | $139 | $2,013-93.1% | $2,719-94.9% | $2,177-93.6% |
| Participant deferral / active EE | $3,750 | $3,343+12.2% | $4,070-7.8% | $3,514+6.7% |
| Admin fee / account holder | $28 | $6,900-99.6% | $7,890-99.7% | $847-96.8% |