Filed January 3, 2013 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $62,832 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,104 |
COOK STREET CONSULTING7+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $57,102 |
BOULAY PLLP1 year Filed as: BOULAY GROUP Service code 10 · EIN 41-0887288 | Accounting | $19,892 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,850 | $58,344+282.0% | $98,508+126.2% | $86,828+156.7% |
| Participation rate | 88.9% | 68.4%+20.5pp | 73.3%+15.5pp | 72.3%+16.6pp |
| Annual return | 17.48% | 43.47%-26.0pp | 1495.22%-1477.7pp | 97.95%-80.5pp |
| Employer contribution / active EE | $2,134 | $2,008+6.3% | $2,961-27.9% | $2,406-11.3% |
| Participant deferral / active EE | $8,999 | $3,156+185.2% | $4,276+110.4% | $4,132+117.8% |
| Admin fee / account holder | $169 | $138+22.8% | $5,956-97.2% | $170-0.2% |