Filed February 21, 2000 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,234,578 |
METRO GRAPHICS5+ years Service code 36 · EIN 56-1609821 | Direct payment from the plan; Copying... | $136,375 |
AON CONSULTING5+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $73,451 |
MERCER1 year Service code 17 · EIN 30-0282430 | Pension Consulting | $48,560 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,200 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $5,552 |
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 | $28,700 | $43,471-34.0% | $74,725-61.6% | $89,609-68.0% |
| Participation rate | 19.3% | 36.3%-17.0pp | 54.5%-35.2pp | 69.6%-50.3pp |
| Annual return | 21.45% | 24.97%-3.5pp | 753.24%-731.8pp | 33.65%-12.2pp |
| Employer contribution / active EE | $171 | $554-69.1% | $1,084-84.2% | $2,584-93.4% |
| Participant deferral / active EE | $578 | $1,177-50.9% | $1,961-70.5% | $4,222-86.3% |
| Admin fee / account holder | $43 | $74-42.1% | $3,335-98.7% | $72-40.3% |