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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $21,737 |
JGD & ASSOCIATES LLP1 year Service code 10 5355 MIRA SORRENTO PL STE 700 · SAN DIEGO, CA 921213825 | Accounting | $6,125 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,970 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $3,991 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $625 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,559 | $49,177+57.7% | $79,467-2.4% | $64,173+20.9% |
| Participation rate | 19.7% | 65.0%-45.3pp | 73.3%-53.6pp | 69.6%-49.8pp |
| Annual return | -3.57% | -1.16%-2.4pp | 718.30%-721.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,641 | $2,821-41.8% | $3,704-55.7% | $3,470-52.7% |
| Admin fee / account holder | -$7 | $3,839-100.2% | $5,104-100.1% | $4,887-100.1% |