Filed July 16, 2015
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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $2,226,635 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $183,797 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $142,632 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 14 · EIN 52-1219029 | Plan Administrator | $93,265 |
ARY ROEPCKE MULCHAEY, P.C.3+ years Service code 10 · EIN 52-2370901 | Accounting | $76,717 |
THOMPSON HINE3+ years Service code 29 · EIN 34-0575300 | Legal | $14,134 |
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 | $75,854 | $79,240-4.3% | $117,861-35.6% | $80,976-6.3% |
| Participation rate | 84.4% | 68.1%+16.3pp | 79.7%+4.7pp | 68.3%+16.1pp |
| Annual return | -4.52% | 34.09%-38.6pp | 335.11%-339.6pp | 22.91%-27.4pp |
| Employer contribution / active EE | $2,024 | $2,142-5.5% | $3,786-46.5% | $2,402-15.7% |
| Participant deferral / active EE | $4,115 | $3,102+32.7% | $4,482-8.2% | $3,848+6.9% |
| Admin fee / account holder | $65 | $650% | $8,021-99.2% | $67-3.6% |