Filed March 19, 2006
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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $645,806 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,000 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $32,300 |
OGLETREE DEAKINS1+ years Filed as: OLGTREE & DEAKINS Service code 29 · EIN 57-1044820 | Legal | $32,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,171 | $74,498+9.0% | $94,229-13.9% | $59,188+37.1% |
| Participation rate | 89.9% | 76.8%+13.1pp | 78.8%+11.1pp | 69.4%+20.5pp |
| Annual return | 0.17% | 2.76%-2.6pp | 10.68%-10.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $646 | $2,077-68.9% | $3,587-82.0% | $2,098-69.2% |
| Participant deferral / active EE | $2,821 | $3,433-17.8% | $4,320-34.7% | $3,265-13.6% |
| Admin fee / account holder | $150 | $103+45.8% | $6,269-97.6% | $92+62.7% |