Filed August 27, 2009
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 |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 16 · EIN 94-3250323 | Consulting | $347,917 |
WELLS FARGO BANK, N.A.4+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $345,291 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,810 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,748 | $34,242+407.4% | $76,523+127.1% | $75,289+130.8% |
| Participation rate | 98.5% | 43.9%+54.6pp | 68.0%+30.5pp | 72.4%+26.1pp |
| Annual return | -2.03% | -0.98%-1.1pp | -0.27%-1.8pp | -0.04%-2.0pp |
| Employer contribution / active EE | $3,583 | $975+267.6% | $2,647+35.4% | $2,405+49.0% |
| Participant deferral / active EE | $11,492 | $1,872+513.8% | $3,835+199.6% | $3,739+207.4% |
| Admin fee / account holder | $129 | $112+15.0% | $4,848-97.3% | $102+25.9% |