Filed April 3, 2011
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.8 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 | Advisory (Plan) | $61,703 |
ACTUARIAL BENEFITS CORP8 years Service code 19 · EIN 20-1054428 | Securities Custodian | $21,137 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 04-3046611 | Other Services | $0 |
Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,501 | $50,919-10.6% | $155,556-70.7% | $77,762-41.5% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.5pp | 70.6%+23.2pp |
| Annual return | 10.53% | 34.84%-24.3pp | 64.84%-54.3pp | 31.27%-20.7pp |
| Employer contribution / active EE | $3,399 | $1,991+70.7% | $4,675-27.3% | $2,728+24.6% |
| Participant deferral / active EE | $4,817 | $2,824+70.5% | $5,631-14.5% | $4,651+3.6% |
| Admin fee / account holder | $127 | $437-70.9% | $15,885-99.2% | $433-70.7% |