Filed May 25, 2006
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,746 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $69,329 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,778 |
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).
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 | $45,423 | $168,231-73.0% | $67,834-33.0% | $63,975-29.0% |
| Participation rate | 39.2% | 66.8%-27.6pp | 68.8%-29.6pp | 71.1%-31.9pp |
| Annual return | 68.26% | 11.76%+56.5pp | 138.47%-70.2pp | 48.65%+19.6pp |
| Employer contribution / active EE | $595 | $1,907-68.8% | $2,403-75.2% | $2,182-72.7% |
| Participant deferral / active EE | $1,670 | $2,827-40.9% | $3,160-47.2% | $3,356-50.3% |
| Admin fee / account holder | $133 | $81+64.8% | $4,622-97.1% | $70+88.4% |