Filed April 12, 2007
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $103,571 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,197 | $85,199-70.4% | $57,196-55.9% | $63,975-60.6% |
| Participation rate | 25.5% | 74.0%-48.5pp | 75.3%-49.8pp | 71.1%-45.6pp |
| Annual return | 11.42% | 10.43%+1.0pp | 14.59%-3.2pp | 48.65%-37.2pp |
| Employer contribution / active EE | $113 | $3,446-96.7% | $2,683-95.8% | $2,182-94.8% |
| Participant deferral / active EE | $681 | $3,109-78.1% | $3,096-78.0% | $3,356-79.7% |
| Admin fee / account holder | $100 | $39+158.3% | $3,141-96.8% | $70+41.7% |