Filed June 14, 2006
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 |
|---|---|---|
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSTITY BLVD NORTH · MOBILE, AL 36688 | Recordkeeping | $57,996 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 ONE NORTH JEFFERSON · ST. LOUIS, MO 63103 | Advisory (Plan) | $50,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 3700 OLD EDWOOD HWY, SUITE 200 · SANTA ROSA, CA 95403 | Accounting | $13,651 |
TOTAL BENEFIT SERVICES, INC.1+ years Service code 13 · EIN 77-0063124 P.O. BOX 25070 · FRESNO, CA 937295070 | Contract Administrator | $7,585 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD, NE SUITE 400 · ATLANTA, GA 303285634 | Securities Custodian | $0 |
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 | $74,649 | $68,413+9.1% | $123,105-39.4% | $55,191+35.3% |
| Participation rate | 99.5% | 84.5%+15.0pp | 86.8%+12.8pp | 69.2%+30.4pp |
| Annual return | 0.26% | 6.30%-6.0pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,001 | $3,050-1.6% | $5,151-41.7% | $1,899+58.1% |
| Participant deferral / active EE | $2,983 | $4,490-33.6% | $6,229-52.1% | $3,046-2.1% |
| Admin fee / account holder | $68 | $88-22.9% | $9,014-99.2% | $91-25.4% |