Filed November 9, 2005
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,189,903 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 21 · EIN 26-4691954 | Bank Trustee | $159,649 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $83,987 |
FRIDAY ELDREDGE & CLARK1+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $61,563 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 38 · EIN 41-2007271 | Participant Communication | $50,911 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $34,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,750 | $38,315-27.6% | $80,004-65.3% | $69,651-60.2% |
| Participation rate | 51.9% | 43.0%+8.9pp | 73.0%-21.1pp | 66.6%-14.7pp |
| Annual return | -30.53% | -2.06%-28.5pp | 7.63%-38.2pp | 53.77%-84.3pp |
| Employer contribution / active EE | $425 | $783-45.8% | $2,473-82.8% | $2,241-81.1% |
| Participant deferral / active EE | $877 | $1,495-41.3% | $3,204-72.6% | $3,635-75.9% |
| Admin fee / account holder | $41 | $48-14.6% | $5,033-99.2% | $63-34.6% |