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.6+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $1,790,789 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $216,328 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,000 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $117,900 |
ARY ROEPCKE MULCHAEY, P.C.6+ years Service code 10 · EIN 52-2370901 | Accounting | $109,675 |
FINDLEY2 years Filed as: FINDLEY, INC Service code 38 · EIN 62-0853448 | Participant Communication | $10,000 |
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 | $100,031 | $94,554+5.8% | $133,982-25.3% | $106,273-5.9% |
| Participation rate | 88.8% | 76.2%+12.5pp | 79.8%+8.9pp | 70.8%+18.0pp |
| Annual return | 19.33% | 16.55%+2.8pp | 45.10%-25.8pp | 21.70%-2.4pp |
| Employer contribution / active EE | $2,649 | $2,503+5.8% | $3,919-32.4% | $2,722-2.7% |
| Participant deferral / active EE | $5,026 | $4,130+21.7% | $5,047-0.4% | $4,601+9.2% |
| Admin fee / account holder | $58 | $69-16.1% | $8,930-99.4% | $78-26.2% |