Filed February 8, 2012 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $410,026 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $193,739 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $100,000 |
BPS&M2+ years Service code 10 · EIN 62-0853448 | Accounting | $10,018 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $9,749 |
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 | $74,782 | $90,410-17.3% | $91,004-17.8% | $77,958-4.1% |
| Participation rate | 97.7% | 86.4%+11.3pp | 75.6%+22.1pp | 71.6%+26.1pp |
| Annual return | 14.57% | 21.34%-6.8pp | 4.60%+10.0pp | 20.87%-6.3pp |
| Employer contribution / active EE | $2,501 | $3,392-26.3% | $2,456+1.9% | $2,310+8.3% |
| Participant deferral / active EE | $3,298 | $4,816-31.5% | $3,548-7.0% | $3,537-6.7% |
| Admin fee / account holder | $138 | $79+74.9% | $5,417-97.5% | $97+41.7% |