Filed February 3, 2006 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $687,822 |
NEWPORT GROUP, INC.1+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $77,872 |
KPMG LLP1+ years Filed as: KPMG, LLC Service code 10 · EIN 13-5565207 | Accounting | $60,000 |
BPS&M1+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $23,300 |
J.M. FIELD MARKETING1+ years Service code 38 · EIN 65-0427971 | Participant Communication | $20,440 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,680 |
Filed as: FIDUCIARY BENCHMARKS Service code 16 · EIN 45-1373191 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,515 | $36,004+18.1% | $64,101-33.7% | $69,651-39.0% |
| Participation rate | 38.8% | 47.3%-8.5pp | 68.2%-29.4pp | 66.6%-27.8pp |
| Annual return | 0.70% | 4.26%-3.6pp | 791.27%-790.6pp | 53.77%-53.1pp |
| Employer contribution / active EE | $256 | $617-58.5% | $1,820-85.9% | $2,241-88.6% |
| Participant deferral / active EE | $1,665 | $1,166+42.7% | $2,822-41.0% | $3,635-54.2% |
| Admin fee / account holder | $66 | $49+34.0% | $4,499-98.5% | $63+3.7% |