Filed April 11, 2013
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.4+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $14,795 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $6,182 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
IVY FUNDS2 years Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,046 | $65,557+26.7% | $105,738-21.5% | $56,287+47.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -3.65% | -1.32%-2.3pp | 6.27%-9.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,551 | $1,788-13.3% | $3,268-52.5% | $2,111-26.5% |
| Participant deferral / active EE | $4,586 | $2,418+89.7% | $4,080+12.4% | $3,350+36.9% |
| Admin fee / account holder | $84 | $561-85.0% | $6,913-98.8% | $521-83.8% |