Filed May 10, 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $604,906 |
POSTLETHWAITE & NETTERVILLE1+ years Service code 10 · EIN 72-1202445 | Accounting | $38,690 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $35,820 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 16 · EIN 62-0853448 | Consulting | $19,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,011 | $85,590+12.2% | $73,309+31.0% | $69,651+37.8% |
| Participation rate | 72.5% | 78.5%-6.0pp | 74.9%-2.4pp | 66.6%+5.9pp |
| Annual return | -3.00% | 29.41%-32.4pp | 5.67%-8.7pp | 53.77%-56.8pp |
| Employer contribution / active EE | $1,215 | $2,537-52.1% | $3,237-62.5% | $2,241-45.8% |
| Participant deferral / active EE | $3,247 | $5,237-38.0% | $4,991-34.9% | $3,635-10.7% |
| Admin fee / account holder | $42 | $72-41.4% | $5,635-99.3% | $63-33.2% |