Filed January 12, 2013
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.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 631032205 | Advisory (Plan) | $43,417 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $10,618 |
NATIONWIDE9+ years Service code 35 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Employee (plan sponsor); Account main... | $9,832 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 34-1542819 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $8,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,992 | $55,470+37.0% | $155,556-51.1% | $74,478+2.0% |
| Participation rate | 84.0% | 61.9%+22.1pp | 78.2%+5.7pp | 67.2%+16.7pp |
| Annual return | 27.03% | 269.80%-242.8pp | 64.84%-37.8pp | 1370.56%-1343.5pp |
| Employer contribution / active EE | $3,200 | $2,267+41.2% | $4,675-31.5% | $2,626+21.9% |
| Participant deferral / active EE | $5,233 | $2,838+84.4% | $5,631-7.1% | $4,350+20.3% |
| Admin fee / account holder | $238 | $1,744-86.3% | $15,885-98.5% | $1,946-87.8% |