Filed June 8, 2009 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $197,610 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 20 · EIN 36-2235791 | Direct payment from the plan; Trustee... | $40,320 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 50 · EIN 35-0921680 | Direct Payment | $26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,963 | $176,491-30.9% | $95,952+27.1% | $90,288+35.1% |
| Participation rate | 96.5% | 86.6%+10.0pp | 77.1%+19.5pp | 73.4%+23.2pp |
| Annual return | 15.31% | 20.14%-4.8pp | 91.61%-76.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $5,635 | $2,789+102.1% | $2,541+121.8% | $2,524+123.3% |
| Participant deferral / active EE | $5,828 | $5,340+9.1% | $4,167+39.9% | $4,232+37.7% |
| Admin fee / account holder | $159 | $154+3.5% | $6,795-97.7% | $114+39.8% |