Filed April 24, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,371 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $40,000 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,900 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 36-4019175 | Consulting | $18,750 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $6,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$250,792 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,810 | $129,227+120.4% | $184,256+54.6% | $77,762+266.3% |
| Participation rate | 97.4% | 87.4%+10.0pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 15.69% | 33.24%-17.5pp | 28.85%-13.2pp | 31.27%-15.6pp |
| Employer contribution / active EE | $8,171 | $4,412+85.2% | $6,427+27.1% | $2,728+199.5% |
| Participant deferral / active EE | $12,151 | $7,307+66.3% | $9,133+33.0% | $4,651+161.3% |
| Admin fee / account holder | -$78 | $256-130.7% | $13,899-100.6% | $433-118.1% |