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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,085,325 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $190,000 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $90,897 |
Filed as: TOPPAN MERRILL LLC Service code 38 · EIN 90-0849891 | Participant Communication | $65,928 |
FRIDAY ELDREDGE & CLARK6+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $30,589 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $28,000 |
CROWE LLP3 years Filed as: CROWE CHIZEK LLP Service code 10 · EIN 26-4183994 | Accounting | $12,983 |
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 | $33,609 | $49,890-32.6% | $104,639-67.9% | $106,273-68.4% |
| Participation rate | 62.4% | 45.0%+17.3pp | 74.1%-11.7pp | 70.8%-8.4pp |
| Annual return | 2.07% | 18.07%-16.0pp | 340.67%-338.6pp | 21.70%-19.6pp |
| Employer contribution / active EE | $540 | $809-33.3% | $2,682-79.9% | $2,722-80.2% |
| Participant deferral / active EE | $1,119 | $1,699-34.1% | $3,738-70.1% | $4,601-75.7% |
| Admin fee / account holder | $46 | $56-18.7% | $6,465-99.3% | $78-41.6% |