Filed November 9, 2005 (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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $59,669 |
NFP RETIREMENT INC1+ years Filed as: NFP FINANCIAL CONCEPTS, INC. Service code 27 · EIN 41-1505971 | Advisory (Plan) | $14,400 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $11,960 |
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 | $78,421 | $63,905+22.7% | $74,184+5.7% | $57,658+36.0% |
| Participation rate | 94.6% | 79.8%+14.8pp | 76.6%+18.0pp | 70.2%+24.4pp |
| Annual return | 9.90% | 60.60%-50.7pp | 17.74%-7.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,399 | $1,840-24.0% | $2,370-41.0% | $1,974-29.1% |
| Participant deferral / active EE | $3,703 | $3,448+7.4% | $3,550+4.3% | $3,061+21.0% |
| Admin fee / account holder | $195 | $91+114.5% | $5,586-96.5% | $95+106.7% |