Filed September 5, 2002 (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.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $477,245 |
FINANCIAL ENGINES4 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $197,895 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,950 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $34,064 |
FINDLEY2 years Service code 29 · EIN 34-1213174 | Legal | $3,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,429 | $105,173-50.2% | $87,102-39.8% | $77,775-32.6% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.3pp | 73.2%+25.0pp |
| Annual return | 21.31% | 24.52%-3.2pp | 28.19%-6.9pp | 32.58%-11.3pp |
| Employer contribution / active EE | $2,428 | $2,890-16.0% | $2,521-3.7% | $2,504-3.0% |
| Participant deferral / active EE | $3,783 | $5,048-25.1% | $4,048-6.6% | $3,966-4.6% |
| Admin fee / account holder | $105 | $105+0.7% | $7,493-98.6% | $100+5.2% |