Filed February 21, 2006 (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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $130,632 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $69,362 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,531 | $36,004+9.8% | $64,105-38.3% | $69,651-43.2% |
| Participation rate | 33.8% | 47.3%-13.4pp | 68.2%-34.3pp | 66.6%-32.7pp |
| Annual return | 1.38% | 4.26%-2.9pp | 791.24%-789.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $430 | $617-30.3% | $1,820-76.4% | $2,241-80.8% |
| Participant deferral / active EE | $840 | $1,166-28.0% | $2,822-70.2% | $3,635-76.9% |
| Admin fee / account holder | $12 | $49-75.3% | $4,499-99.7% | $63-80.9% |