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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $542,550 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $390,395 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $190,000 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $92,780 |
Filed as: TOPPAN MERRILL LLC Service code 38 · EIN 90-0849891 | Participant Communication | $89,000 |
FRIDAY ELDREDGE & CLARK7+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $49,116 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $31,000 |
Service code 16 · EIN 45-1373191 | Consulting | $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 | $66,005 | $56,274+17.3% | $109,923-40.0% | $106,520-38.0% |
| Participation rate | 55.2% | 46.3%+9.0pp | 74.2%-19.0pp | 71.3%-16.1pp |
| Annual return | 118.96% | 27.85%+91.1pp | 29.46%+89.5pp | 19.28%+99.7pp |
| Employer contribution / active EE | $588 | $1,010-41.8% | $2,844-79.3% | $2,840-79.3% |
| Participant deferral / active EE | $1,266 | $1,973-35.8% | $4,048-68.7% | $4,948-74.4% |
| Admin fee / account holder | $42 | $57-27.0% | $6,070-99.3% | $75-44.1% |