Filed May 3, 2010 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,032 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $244,418 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,633 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $21,788 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $19,822 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 16 · EIN 06-1053228 | Consulting | $13,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,644 | $120,450+1.8% | $159,495-23.1% | $93,010+31.9% |
| Participation rate | 57.8% | 78.0%-20.2pp | 82.8%-25.1pp | 73.9%-16.1pp |
| Annual return | 15.86% | 27.11%-11.2pp | 263.72%-247.9pp | 158.70%-142.8pp |
| Employer contribution / active EE | $1,809 | $3,526-48.7% | $4,831-62.6% | $2,705-33.1% |
| Participant deferral / active EE | $4,799 | $7,283-34.1% | $7,354-34.7% | $4,561+5.2% |
| Admin fee / account holder | $161 | $137+17.6% | $10,804-98.5% | $152+6.0% |