Filed September 20, 2001 (most recent of 2 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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,827,926 |
Filed as: TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $328,584 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $263,242 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 29 · EIN 35-0921680 | Legal | $59,000 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 29 · EIN 82-1061233 | Legal | $37,500 |
Filed as: HINCKLEY ALLEN & SYNDER LLP Service code 29 · EIN 05-0262309 | Legal | $5,433 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,495 | $127,796-49.5% | $76,768-16.0% | $73,367-12.1% |
| Participation rate | 97.9% | 88.2%+9.7pp | 77.0%+20.9pp | 69.5%+28.4pp |
| Annual return | -13.10% | -2.31%-10.8pp | 2.43%-15.5pp | 173.45%-186.6pp |
| Employer contribution / active EE | $3,065 | $3,931-22.0% | $2,485+23.3% | $2,499+22.6% |
| Participant deferral / active EE | $4,675 | $6,924-32.5% | $3,852+21.4% | $4,033+15.9% |
| Admin fee / account holder | $81 | $66+22.2% | $6,676-98.8% | $68+18.7% |