Filed March 17, 2016 (most recent of 2 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,512 |
RIA ADVISORY GROUP LLC1+ years Filed as: RIA,INC. FBO STONESTREET EQUITY,LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,100 | $52,293-13.8% | $178,490-74.7% | $73,409-38.6% |
| Participation rate | 96.2% | 65.3%+30.9pp | 81.9%+14.3pp | 72.2%+24.0pp |
| Annual return | 15.82% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,638 | $1,735-5.6% | $5,011-67.3% | $2,234-26.7% |
| Participant deferral / active EE | $3,185 | $2,332+36.6% | $5,202-38.8% | $3,805-16.3% |
| Admin fee / account holder | $214 | $127+68.1% | $13,984-98.5% | $158+35.6% |