Filed November 16, 2004
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.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1441 WEST UTE. BLVD. · PARK CITY, UT 84098 | Pension Consulting | $28,099 |
Service code 12 · EIN 84-1477138 | Claims processing; Sub-transfer agenc... | $1,159 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (directed); Investment manage... | $899 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,482 | $86,332-19.5% | $125,175-44.5% | $65,185+6.6% |
| Participation rate | 93.8% | 75.3%+18.5pp | 79.8%+14.1pp | 70.2%+23.6pp |
| Annual return | 19.97% | 27.43%-7.5pp | 43.79%-23.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,528 | $2,040-25.1% | $3,865-60.5% | $2,177-29.8% |
| Participant deferral / active EE | $3,401 | $3,537-3.9% | $4,937-31.1% | $3,514-3.2% |
| Admin fee / account holder | $159 | $609-73.9% | $9,702-98.4% | $847-81.3% |