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 | $1,231,521 |
BPS&M2+ years Filed as: BPS&M, LLC Service code 16 · EIN 62-0853448 | Consulting | $21,500 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $18,125 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $12,373 |
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 | $106,901 | $86,496+23.6% | $80,977+32.0% | $329,111-67.5% |
| Participation rate | 92.4% | 80.0%+12.5pp | 75.8%+16.6pp | 67.9%+24.6pp |
| Annual return | 6.65% | 20.13%-13.5pp | 17.11%-10.5pp | 16.35%-9.7pp |
| Employer contribution / active EE | $2,430 | $2,395+1.4% | $3,715-34.6% | $2,303+5.5% |
| Participant deferral / active EE | $6,530 | $5,350+22.0% | $5,696+14.6% | $3,682+77.3% |
| Admin fee / account holder | $38 | $69-45.3% | $5,517-99.3% | $754-95.0% |