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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $175,530 |
BENEFIT TRUST COMPANY8+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $133,777 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,283 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $58,275 |
BRYAN CAVE LLP4 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $33,275 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $25,487 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 633 WEST FIFTH STREET, SUITE 1200 · LOS ANGELES, CA 90071 | Accounting | $16,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 P.O. BOX 5340 · PRINCETON, NJ 08543 | Accounting | $6,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,678 | $39,973+59.3% | $79,550-20.0% | $77,904-18.3% |
| Participation rate | 90.3% | 64.6%+25.7pp | 69.5%+20.8pp | 73.7%+16.6pp |
| Annual return | -11.23% | 3.42%-14.7pp | 0.16%-11.4pp | 12.21%-23.4pp |
| Employer contribution / active EE | $2,085 | $1,088+91.6% | $2,413-13.6% | $2,848-26.8% |
| Participant deferral / active EE | $3,854 | $2,774+38.9% | $3,985-3.3% | $4,806-19.8% |
| Admin fee / account holder | $36 | $113-67.8% | $6,832-99.5% | $133-72.6% |