Filed January 6, 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 |
|---|---|---|
MOORE GRIDER & COMPANY1 year Filed as: MOORE GRIDER Service code 10 · EIN 94-2191284 | Accounting | $32,865 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 10 · EIN 22-1211670 | Accounting | $7,568 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,036 | $176,471-24.6% | $95,964+38.6% | $90,274+47.4% |
| Participation rate | 99.3% | 86.6%+12.7pp | 77.1%+22.2pp | 73.4%+26.0pp |
| Annual return | 17.59% | 20.15%-2.6pp | 91.64%-74.1pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,739 | $2,783+70.3% | $2,541+86.5% | $2,523+87.8% |
| Participant deferral / active EE | $6,772 | $5,325+27.2% | $4,167+62.5% | $4,231+60.1% |
| Admin fee / account holder | $26 | $154-83.4% | $6,797-99.6% | $114-77.6% |