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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $814,416 |
NEWPORT GROUP, INC.2 years Service code 16 · EIN 59-3099288 | Consulting | $58,404 |
Service code 10 · EIN 23-2667890 | Accounting | $25,250 |
J.M. FIELD MARKETING3+ years Service code 38 · EIN 65-0427971 | Participant Communication | $14,423 |
BPS&M3+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $8,500 |
STANDARD REGISTER2 years Filed as: THE STANDARD REGISTER COMPANY Service code 38 · EIN 31-0455440 | Participant Communication | $3,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,676 | $39,909+22.0% | $78,775-38.2% | $80,976-39.9% |
| Participation rate | 39.3% | 55.7%-16.4pp | 69.2%-29.8pp | 68.3%-28.9pp |
| Annual return | 17.06% | 23.47%-6.4pp | 35.62%-18.6pp | 22.91%-5.8pp |
| Employer contribution / active EE | $258 | $778-66.9% | $1,986-87.0% | $2,402-89.3% |
| Participant deferral / active EE | $1,696 | $1,359+24.8% | $2,958-42.7% | $3,848-55.9% |
| Admin fee / account holder | $64 | $50+27.9% | $5,132-98.8% | $67-5.7% |