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.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $177,495 |
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $129,868 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $60,375 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $22,451 |
POLSINELLI1 year Service code 10 1401 LAWRENCE STREET · DENVER, CO 80202 | Accounting | $21,978 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,475 |
YULISHANA, INC.1 year Service code 10 117 BERNAL ROAD · SAN JOSE, CA 95119 | Accounting | $15,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,858 |
MERCER9+ years Service code 10 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $7,227 |
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 | $69,841 | $44,714+56.2% | $86,251-19.0% | $80,187-12.9% |
| Participation rate | 90.7% | 63.6%+27.0pp | 69.0%+21.7pp | 72.9%+17.7pp |
| Annual return | 16.32% | 19.62%-3.3pp | 1170.54%-1154.2pp | 40.40%-24.1pp |
| Employer contribution / active EE | $2,271 | $1,102+106.1% | $2,381-4.6% | $2,980-23.8% |
| Participant deferral / active EE | $4,356 | $2,773+57.1% | $3,987+9.3% | $5,016-13.2% |
| Admin fee / account holder | $36 | $134-73.0% | $6,857-99.5% | $145-75.1% |