Filed April 24, 2007 (most recent of 2 filings on file)
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 Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $48,200 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $21,048 |
THE WAGNER LAW GROUP, P.C.2+ years Service code 29 · EIN 04-6623515 | Legal | $19,555 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $16,810 |
BENETEMPS, INC.2+ years Service code 49 · EIN 02-0452407 | Other Services | $15,881 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 8.48% | 7.64%+0.8pp | 7.98%+0.5pp | 11.88%-3.4pp |
| Employer contribution / active EE | $7,984 | $10,406-23.3% | $23,724-66.3% | $14,612-45.4% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |