Filed April 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $17,347 |
ICG ADVISORS, LLC1 year Service code 27 · EIN 94-3444935 11111 SANTA MONICA BLVD. SUITE 2100 · LOS ANGELES, CA 90025 | Advisory (Plan) | $13,345 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS, 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $6,568 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 9.27% | 5.83%+3.4pp | 4.07%+5.2pp | 7.18%+2.1pp |
| Employer contribution / active EE | $7,478 | $11,683-36.0% | $45,149-83.4% | $13,095-42.9% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |