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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $571,514 |
BPS&M2+ years Filed as: BPS&M, LLC Service code 16 · EIN 62-0853448 | Consulting | $17,500 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $13,262 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $7,059 |
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 | $99,729 | $86,496+15.3% | $80,977+23.2% | $329,111-69.7% |
| Participation rate | 72.9% | 80.0%-7.0pp | 75.8%-2.9pp | 67.9%+5.1pp |
| Annual return | 6.86% | 20.13%-13.3pp | 17.11%-10.2pp | 16.35%-9.5pp |
| Employer contribution / active EE | $1,294 | $2,395-46.0% | $3,715-65.2% | $2,303-43.8% |
| Participant deferral / active EE | $3,504 | $5,350-34.5% | $5,696-38.5% | $3,682-4.8% |
| Admin fee / account holder | $40 | $69-42.3% | $5,517-99.3% | $754-94.7% |