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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $276,276 |
WELLS FARGO BANK, N.A.9+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$261,976 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,171 | $40,278+476.4% | $80,669+187.8% | $80,187+189.5% |
| Participation rate | 97.8% | 47.5%+50.3pp | 67.0%+30.8pp | 72.9%+24.9pp |
| Annual return | 20.17% | 50.86%-30.7pp | 937.61%-917.4pp | 40.40%-20.2pp |
| Employer contribution / active EE | $4,072 | $1,332+205.6% | $2,724+49.5% | $2,980+36.7% |
| Participant deferral / active EE | $12,987 | $2,696+381.7% | $4,444+192.2% | $5,016+158.9% |
| Admin fee / account holder | $3 | $210-98.6% | $5,384-99.9% | $145-98.0% |