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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,083,767 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $142,500 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $136,613 |
FRIDAY ELDREDGE & CLARK5+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $44,387 |
CROWE LLP2 years Filed as: CROWE CHIZEK LLP Service code 10 · EIN 26-4183994 | Accounting | $40,000 |
Filed as: TOPPAN MERRILL LLC Service code 38 · EIN 90-0849891 | Participant Communication | $38,564 |
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 | $30,605 | $43,466-29.6% | $99,489-69.2% | $89,609-65.8% |
| Participation rate | 52.4% | 41.5%+10.9pp | 73.8%-21.5pp | 69.6%-17.2pp |
| Annual return | 20.02% | 22.62%-2.6pp | 30.72%-10.7pp | 33.65%-13.6pp |
| Employer contribution / active EE | $469 | $788-40.4% | $2,541-81.5% | $2,584-81.8% |
| Participant deferral / active EE | $972 | $1,495-35.0% | $3,619-73.1% | $4,222-77.0% |
| Admin fee / account holder | $40 | $56-27.8% | $6,254-99.4% | $72-43.7% |