Filed February 23, 1994
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,624 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $153,763 |
AMERICAN FUNDS7+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $52,858 |
FORVIS, LLP1 year Filed as: FORVIS, LLP (FORMERLY, BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $33,958 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,021 | $134,619-58.4% | $111,319-49.7% | $101,555-44.8% |
| Participation rate | 100.0% | 89.0%+11.0pp | 77.3%+22.7pp | 74.5%+25.5pp |
| Annual return | 11.07% | 17.96%-6.9pp | 54.68%-43.6pp | 21.00%-9.9pp |
| Employer contribution / active EE | $1,178 | $3,829-69.2% | $2,732-56.9% | $2,972-60.4% |
| Participant deferral / active EE | $3,038 | $6,572-53.8% | $4,488-32.3% | $4,874-37.7% |
| Admin fee / account holder | $65 | $86-24.3% | $7,966-99.2% | $139-53.2% |