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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $535,083 |
POSTLETHWAITE & NETTERVILLE3+ years Service code 10 · EIN 72-1202445 | Accounting | $40,713 |
FINDLEY1 year Filed as: FINDLEY INC. Service code 16 · EIN 34-1213174 | Consulting | $15,000 |
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 | $110,018 | $104,862+4.9% | $90,161+22.0% | $80,976+35.9% |
| Participation rate | 75.6% | 78.9%-3.3pp | 76.9%-1.3pp | 68.3%+7.3pp |
| Annual return | 14.89% | 20.18%-5.3pp | 34.89%-20.0pp | 22.91%-8.0pp |
| Employer contribution / active EE | $1,275 | $2,724-53.2% | $3,318-61.6% | $2,402-46.9% |
| Participant deferral / active EE | $3,485 | $6,098-42.9% | $5,287-34.1% | $3,848-9.4% |
| Admin fee / account holder | $38 | $76-50.5% | $5,943-99.4% | $67-44.0% |