Filed June 8, 2009 (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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DRIVE STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $36,327 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,122 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLR · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,551 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR, BENDER & ZAPF Service code 13 | Contract Administrator | $1,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,601 | $46,688-55.9% | $189,758-89.1% | $69,733-70.5% |
| Participation rate | 61.8% | 61.7%+0.1pp | 79.8%-17.9pp | 62.5%-0.6pp |
| Annual return | 18.83% | 14.35%+4.5pp | 52.62%-33.8pp | 15.22%+3.6pp |
| Employer contribution / active EE | $856 | $1,695-49.5% | $4,767-82.0% | $2,250-62.0% |
| Participant deferral / active EE | $2,773 | $2,143+29.4% | $5,856-52.6% | $3,054-9.2% |
| Admin fee / account holder | $330 | $1,700-80.6% | $20,388-98.4% | $3,102-89.4% |