Filed October 18, 2004 (most recent of 4 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.7+ years Service code 15 | Recordkeeping | $89,986 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,739 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 86-0882983 | Investment Management | $28,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $333 |
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 | $39,701 | $67,512-41.2% | $185,854-78.6% | $93,010-57.3% |
| Participation rate | 93.3% | 67.1%+26.2pp | 81.7%+11.6pp | 73.9%+19.4pp |
| Annual return | 15.86% | 21.04%-5.2pp | 122.12%-106.3pp | 158.70%-142.8pp |
| Employer contribution / active EE | $2,464 | $1,783+38.2% | $5,169-52.3% | $2,705-8.9% |
| Participant deferral / active EE | $4,533 | $3,035+49.3% | $5,569-18.6% | $4,561-0.6% |
| Admin fee / account holder | $56 | $318-82.4% | $16,246-99.7% | $152-63.1% |