Filed May 21, 2012
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 |
|---|---|---|
ODYSSEY ADVISORS1 year Filed as: ODYSSEY ADVISORS, LLC Service code 11 · EIN 46-2689753 1350 EAST FLAMINGO DRIVE · LAS VEGAS, NV 89119 | Actuarial | $11,200 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 707 WILSHIRE BOULEVARD · LOS ANGELES, CA 90017 | Bank Trustee | $10,301 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 8.21% | 8.09%+0.1pp | 1087.39%-1079.2pp | 9.29%-1.1pp |
| Employer contribution / active EE | $2,500 | $22,299-88.8% | $42,245-94.1% | $15,168-83.5% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |