Filed June 8, 2009 (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 |
|---|---|---|
Filed as: LOWEY STOLZENBERG EDELSTEIN, LLP Service code 10 · EIN 11-3348703 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 61 · EIN 34-1542819 | Finders' fees / placement fees | $0 |
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.
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 | $39,277 | $107,378-63.4% | $108,582-63.8% | $57,658-31.9% |
| Participation rate | 18.7% | 77.1%-58.4pp | 79.6%-60.9pp | 70.2%-51.6pp |
| Annual return | 6.99% | 12.80%-5.8pp | -51.70%+58.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $511 | $1,782-71.3% | $3,758-86.4% | $1,974-74.1% |
| Participant deferral / active EE | $1,288 | $3,221-60.0% | $4,311-70.1% | $3,061-57.9% |
| Admin fee / account holder | $140 | $108+28.6% | $7,645-98.2% | $95+47.6% |