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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,096,879 |
FINANCIAL ENGINES4 years Filed as: FINANCIAL ENGINES INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $394,717 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARBO BANK, N.A. Service code 15 | Recordkeeping | $394,717 |
WILLIS TOWERS WATSON US LLC2 years Service code 17 · EIN 53-0181291 | Pension Consulting | $170,896 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $41,184 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $38,000 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 29 · EIN 82-1061233 | Legal | $34,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,150 | $164,350-47.6% | $95,968-10.2% | $106,273-18.9% |
| Participation rate | 98.2% | 90.5%+7.7pp | 77.1%+21.1pp | 70.8%+27.4pp |
| Annual return | 12.36% | 14.56%-2.2pp | 91.65%-79.3pp | 21.70%-9.3pp |
| Employer contribution / active EE | $3,211 | $4,292-25.2% | $2,542+26.3% | $2,722+18.0% |
| Participant deferral / active EE | $4,963 | $7,854-36.8% | $4,167+19.1% | $4,601+7.9% |
| Admin fee / account holder | $100 | $65+53.5% | $6,798-98.5% | $78+28.2% |