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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $403,891 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,000 |
OGLETREE DEAKINS2+ years Filed as: OLGTREE & DEAKINS Service code 29 · EIN 57-1044820 | Legal | $35,686 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
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 | $92,664 | $61,125+51.6% | $108,582-14.7% | $63,975+44.8% |
| Participation rate | 90.7% | 80.5%+10.2pp | 79.6%+11.1pp | 71.1%+19.6pp |
| Annual return | 14.04% | 14.06%0pp | -51.70%+65.7pp | 48.65%-34.6pp |
| Employer contribution / active EE | $818 | $2,237-63.4% | $3,758-78.2% | $2,182-62.5% |
| Participant deferral / active EE | $2,903 | $3,574-18.8% | $4,311-32.7% | $3,356-13.5% |
| Admin fee / account holder | $110 | $72+53.5% | $7,645-98.6% | $70+56.8% |