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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,213,565 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $190,000 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $87,324 |
FRIDAY ELDREDGE & CLARK4+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $60,464 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 38 · EIN 41-2007271 | Participant Communication | $54,530 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $30,000 |
CROWE LLP1 year Filed as: CROWE CHIZEK LLP Service code 10 · EIN 26-4183994 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,740 | $38,509-30.6% | $90,657-70.5% | $73,367-63.6% |
| Participation rate | 50.8% | 45.9%+4.9pp | 74.0%-23.2pp | 69.5%-18.7pp |
| Annual return | -0.85% | 2.07%-2.9pp | 1.89%-2.7pp | 173.45%-174.3pp |
| Employer contribution / active EE | $427 | $754-43.3% | $2,532-83.1% | $2,499-82.9% |
| Participant deferral / active EE | $927 | $1,495-38.0% | $3,424-72.9% | $4,033-77.0% |
| Admin fee / account holder | $45 | $48-6.1% | $4,994-99.1% | $68-33.7% |