Filed July 19, 2005
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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 12 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Direct payment from the plan; Claims ... | $14,667 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $0 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,930 | $55,470+53.1% | $155,556-45.4% | $74,478+14.0% |
| Participation rate | 65.8% | 61.9%+3.9pp | 78.2%-12.4pp | 67.2%-1.4pp |
| Annual return | 13.75% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,410 | $2,267-37.8% | $4,675-69.8% | $2,626-46.3% |
| Participant deferral / active EE | $3,286 | $2,838+15.8% | $5,631-41.6% | $4,350-24.5% |
| Admin fee / account holder | $51 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |