Filed August 14, 2009
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.7+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $344,355 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,494 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $95,713 |
FAW CASSON6 years Filed as: FAW CASSON & CO LLP Service code 10 · EIN 52-0619968 | Accounting | $17,500 |
VENABLE LLP7+ years Service code 29 · EIN 52-0517250 | Legal | $6,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,030 | $106,520-31.4% | $124,694-41.4% | $106,520-31.4% |
| Participation rate | 44.2% | 71.3%-27.1pp | 74.6%-30.4pp | 71.3%-27.1pp |
| Annual return | 12.96% | 19.28%-6.3pp | 5144.82%-5131.9pp | 19.28%-6.3pp |
| Employer contribution / active EE | $1,146 | $2,840-59.6% | $3,325-65.5% | $2,840-59.6% |
| Participant deferral / active EE | $1,847 | $4,948-62.7% | $4,615-60.0% | $4,948-62.7% |
| Admin fee / account holder | $67 | $75-9.9% | $7,495-99.1% | $75-9.9% |