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 | $1,314,823 |
POSTLETHWAITE & NETTERVILLE1+ years Service code 10 · EIN 72-1202445 | Accounting | $39,073 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $35,875 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 16 · EIN 62-0853448 | Consulting | $23,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,432 | $85,590+15.0% | $73,309+34.3% | $69,651+41.3% |
| Participation rate | 93.8% | 78.5%+15.3pp | 74.9%+18.9pp | 66.6%+27.2pp |
| Annual return | -2.52% | 29.41%-31.9pp | 5.67%-8.2pp | 53.77%-56.3pp |
| Employer contribution / active EE | $2,307 | $2,537-9.1% | $3,237-28.7% | $2,241+2.9% |
| Participant deferral / active EE | $6,158 | $5,237+17.6% | $4,991+23.4% | $3,635+69.4% |
| Admin fee / account holder | $40 | $72-44.9% | $5,635-99.3% | $63-37.3% |