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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,226,526 |
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 21 · EIN 26-4691954 | Bank Trustee | $210,000 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $84,638 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 38 · EIN 41-2007271 | Participant Communication | $63,212 |
FRIDAY ELDREDGE & CLARK2+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $50,921 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $38,500 |
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 | $27,298 | $38,032-28.2% | $87,502-68.8% | $329,111-91.7% |
| Participation rate | 51.7% | 43.3%+8.4pp | 73.8%-22.2pp | 67.9%-16.2pp |
| Annual return | 0.84% | 7.09%-6.3pp | 12.21%-11.4pp | 16.35%-15.5pp |
| Employer contribution / active EE | $431 | $677-36.4% | $2,550-83.1% | $2,303-81.3% |
| Participant deferral / active EE | $873 | $1,260-30.7% | $3,149-72.3% | $3,682-76.3% |
| Admin fee / account holder | $45 | $50-10.2% | $4,221-98.9% | $754-94.1% |