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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,711 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,216 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,068 |
FIRST NATIONAL BANK OF OMAHA2 years Service code 16 · EIN 47-0259043 | Consulting | $9,796 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,091 | $86,225-14.1% | $146,643-49.5% | $86,821-14.7% |
| Participation rate | 48.6% | 78.0%-29.4pp | 80.1%-31.5pp | 72.3%-23.7pp |
| Annual return | 13.14% | 31.23%-18.1pp | 22.75%-9.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,415 | $2,392-40.9% | $4,137-65.8% | $2,406-41.2% |
| Participant deferral / active EE | $2,421 | $4,245-43.0% | $5,506-56.0% | $4,132-41.4% |
| Admin fee / account holder | $207 | $195+5.8% | $10,280-98.0% | $170+21.8% |