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.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $36,291 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $21,744 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $17,021 |
BENETEMPS, INC.4+ years Service code 49 · EIN 02-0452407 | Other Services | $4,101 |
THE WAGNER LAW GROUP, P.C.4+ years Service code 29 · EIN 04-6623515 | Legal | $1,520 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.96% | -3.49%-4.5pp | 4.36%-12.3pp | 0.19%-8.2pp |
| Employer contribution / active EE | $7,278 | $17,891-59.3% | $27,383-73.4% | $13,763-47.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |