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.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $727,216 |
NEWPORT GROUP, INC.4 years Service code 16 · EIN 59-3099288 | Consulting | $56,608 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $47,117 |
Service code 10 · EIN 23-2667890 | Accounting | $25,250 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $18,968 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 49 · EIN 34-1213174 | Other Services | $6,000 |
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 | $53,383 | $100,179-46.7% | $84,029-36.5% | $89,609-40.4% |
| Participation rate | 42.1% | 54.1%-12.0pp | 69.0%-26.9pp | 69.6%-27.5pp |
| Annual return | 21.08% | 22.50%-1.4pp | 71.32%-50.2pp | 33.65%-12.6pp |
| Employer contribution / active EE | $574 | $816-29.6% | $1,984-71.0% | $2,584-77.8% |
| Participant deferral / active EE | $2,121 | $1,459+45.4% | $3,239-34.5% | $4,222-49.8% |
| Admin fee / account holder | $58 | $72-19.4% | $6,102-99.0% | $72-18.9% |