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 | $1,144,390 |
POSTLETHWAITE & NETTERVILLE3+ years Service code 10 · EIN 72-1202445 | Accounting | $43,338 |
FINDLEY1 year Service code 16 · EIN 34-1213174 | Consulting | $37,500 |
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 | $174,315 | $104,862+66.2% | $90,161+93.3% | $80,976+115.3% |
| Participation rate | 92.7% | 78.9%+13.8pp | 76.9%+15.8pp | 68.3%+24.4pp |
| Annual return | 62.27% | 20.18%+42.1pp | 34.89%+27.4pp | 22.91%+39.4pp |
| Employer contribution / active EE | $2,406 | $2,724-11.7% | $3,318-27.5% | $2,402+0.1% |
| Participant deferral / active EE | $5,524 | $6,098-9.4% | $5,287+4.5% | $3,848+43.6% |
| Admin fee / account holder | $38 | $76-50.6% | $5,943-99.4% | $67-44.2% |