Filed April 23, 2008 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,851 |
JGD & ASSOCIATES LLP7 years Service code 10 5355 MIRA SORRENTO PL. STE 700 · SAN DIEGO, CA 92121 | Accounting | $14,400 |
PREMIER PLAN CONSULTANTS7 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $9,153 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $452 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,644 | $58,311+124.0% | $81,882+59.6% | $80,959+61.4% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.4%-42.4pp | 67.7%-37.7pp |
| Annual return | 10.85% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,195 | $3,287-33.2% | $4,323-49.2% | $4,300-49.0% |
| Admin fee / account holder | $477 | $4,752-90.0% | $7,360-93.5% | $6,925-93.1% |