Filed September 13, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $39,890 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 58-1868818 | Advisory (Plan) | $31,401 |
DAY PITNEY LLP1+ years Filed as: DAY PITNEY Service code 29 · EIN 06-0317480 | Legal | $25,102 |
IBG FINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $15,850 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $11,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,071 | $30,072+39.9% | $64,101-34.4% | $67,505-37.7% |
| Participation rate | 22.1% | 59.4%-37.2pp | 68.2%-46.1pp | 71.2%-49.1pp |
| Annual return | 0.48% | 0.30%+0.2pp | 791.27%-790.8pp | 6.52%-6.0pp |
| Employer contribution / active EE | $134 | $725-81.6% | $1,820-92.7% | $2,173-93.8% |
| Participant deferral / active EE | $781 | $1,453-46.3% | $2,822-72.3% | $3,597-78.3% |
| Admin fee / account holder | $126 | $62+102.7% | $4,499-97.2% | $56+124.7% |