Filed December 8, 2006 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $187,423 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $148,800 |
BENEFIT TRUST COMPANY11+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $126,489 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $93,277 |
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 | $82,821 | $89,670-7.6% | $108,359-23.6% | $89,670-7.6% |
| Participation rate | 89.7% | 71.2%+18.5pp | 70.1%+19.6pp | 71.2%+18.5pp |
| Annual return | 9.82% | 19.66%-9.8pp | 36.89%-27.1pp | 19.66%-9.8pp |
| Employer contribution / active EE | $2,090 | $4,041-48.3% | $2,399-12.9% | $4,041-48.3% |
| Participant deferral / active EE | $3,936 | $3,962-0.7% | $4,137-4.9% | $3,962-0.7% |
| Admin fee / account holder | $45 | $352-87.2% | $9,741-99.5% | $352-87.2% |