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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,750 |
JGD & ASSOCIATES LLP3 years Service code 10 9191 TOWNE CENTRE DRIVE SUITE 340 · SAN DIEGO, CA 92122 | Accounting | $10,500 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $8,943 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $297 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,859 | $60,139+59.4% | $90,461+6.0% | $79,856+20.0% |
| Participation rate | 32.1% | 65.0%-32.8pp | 72.7%-40.5pp | 69.6%-37.5pp |
| Annual return | 9.31% | 71.96%-62.7pp | 1294.76%-1285.5pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,087 | $2,939+5.0% | $3,964-22.1% | $3,741-17.5% |
| Admin fee / account holder | $288 | $3,978-92.8% | $5,617-94.9% | $5,306-94.6% |