Filed January 9, 2006 (most recent of 3 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $392,984 |
ALVAREZ & MARSAL TAXAND, LLC2 years Service code 17 · EIN 56-2409465 | Pension Consulting | $104,706 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $86,306 |
ANTON COLLINS MITCHELL LLP1 year Filed as: ACM Service code 17 · EIN 01-0724563 | Pension Consulting | $28,003 |
Filed as: MCCONNELL & JONES, LLP Service code 17 · EIN 76-0488832 | Pension Consulting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,569 | $105,247+21.2% | $87,100+46.5% | $77,787+64.0% |
| Participation rate | 82.5% | 85.8%-3.3pp | 76.9%+5.6pp | 73.2%+9.3pp |
| Annual return | 123.68% | 24.52%+99.2pp | 28.19%+95.5pp | 32.57%+91.1pp |
| Employer contribution / active EE | $1,699 | $2,895-41.3% | $2,521-32.6% | $2,504-32.2% |
| Participant deferral / active EE | $3,553 | $5,060-29.8% | $4,049-12.2% | $3,967-10.4% |
| Admin fee / account holder | $153 | $104+46.5% | $7,497-98.0% | $100+53.0% |