Filed July 16, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 ONE NORTH JEFFERSON AVENUE · ST. LOUIS, MO 631032205 | Advisory (Plan) | $68,525 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $11,500 |
BUFFINGTON & AARON1+ years Service code 29 · EIN 94-3151719 | Legal | $4,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,994 | $72,177+202.0% | $115,038+89.5% | $59,633+265.6% |
| Participation rate | 98.2% | 72.6%+25.6pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,430 | $4,783+118.1% | $6,026+73.1% | $3,192+226.8% |
| Admin fee / account holder | $629 | $4,927-87.2% | $8,175-92.3% | $4,297-85.4% |