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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $353,942 |
CAP FINANCIAL PARTNERS, LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,653 |
TANNER LLC3+ years Service code 10 · EIN 20-2253063 | Accounting | $22,629 |
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 | $70,582 | $106,972-34.0% | $71,671-1.5% | $80,976-12.8% |
| Participation rate | 64.2% | 64.4%-0.2pp | 68.7%-4.6pp | 68.3%-4.1pp |
| Annual return | 19.77% | 23.84%-4.1pp | 20.65%-0.9pp | 22.91%-3.1pp |
| Employer contribution / active EE | $2,024 | $4,034-49.8% | $2,460-17.7% | $2,402-15.8% |
| Participant deferral / active EE | $2,975 | $3,800-21.7% | $3,438-13.5% | $3,848-22.7% |
| Admin fee / account holder | $41 | $97-57.1% | $5,558-99.3% | $67-38.6% |