Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $227,931 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,896 |
TANNER LLC1+ years Service code 10 · EIN 20-2253063 | Accounting | $14,999 |
BPS&M1+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,887 | $84,728-34.0% | $60,547-7.7% | $69,651-19.8% |
| Participation rate | 68.3% | 63.7%+4.6pp | 68.0%+0.4pp | 66.6%+1.8pp |
| Annual return | 1.01% | -1.91%+2.9pp | 335.64%-334.6pp | 53.77%-52.8pp |
| Employer contribution / active EE | $1,820 | $3,261-44.2% | $2,419-24.8% | $2,241-18.8% |
| Participant deferral / active EE | $2,846 | $3,056-6.9% | $3,328-14.5% | $3,635-21.7% |
| Admin fee / account holder | $28 | $74-61.8% | $4,536-99.4% | $63-55.2% |