Filed July 22, 2006
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 | $61,364 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $47,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,115 | $107,378-4.9% | $108,582-6.0% | $57,658+77.1% |
| Participation rate | 45.9% | 77.1%-31.2pp | 79.6%-33.6pp | 70.2%-24.3pp |
| Annual return | 6.29% | 12.80%-6.5pp | -51.70%+58.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $950 | $1,782-46.7% | $3,758-74.7% | $1,974-51.9% |
| Participant deferral / active EE | $1,707 | $3,221-47.0% | $4,311-60.4% | $3,061-44.2% |
| Admin fee / account holder | $449 | $108+313.8% | $7,645-94.1% | $95+374.9% |