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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,244,877 |
EVERCORE TRUST COMPANY3+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 21 · EIN 26-4691954 | Bank Trustee | $157,500 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $85,528 |
FRIDAY ELDREDGE & CLARK3+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $77,515 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 38 · EIN 41-2007271 | Participant Communication | $69,786 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $52,500 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $41,200 |
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 | $28,683 | $41,409-30.7% | $94,993-69.8% | $80,976-64.6% |
| Participation rate | 50.9% | 46.1%+4.8pp | 73.9%-23.0pp | 68.3%-17.4pp |
| Annual return | 4.92% | 18.00%-13.1pp | 27.14%-22.2pp | 22.91%-18.0pp |
| Employer contribution / active EE | $434 | $698-37.8% | $2,603-83.3% | $2,402-81.9% |
| Participant deferral / active EE | $901 | $1,441-37.5% | $3,317-72.8% | $3,848-76.6% |
| Admin fee / account holder | $48 | $48-0.2% | $4,960-99.0% | $67-28.8% |