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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,049,207 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $518,539 |
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $233,264 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,000 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG LP Service code 10 · EIN 34-6565596 | Accounting | $117,360 |
ARY ROEPCKE MULCHAEY, P.C.7+ years Service code 10 · EIN 52-2370901 | Accounting | $59,705 |
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 | $118,860 | $107,401+10.7% | $146,649-18.9% | $106,520+11.6% |
| Participation rate | 79.2% | 78.6%+0.6pp | 80.1%-0.9pp | 71.3%+7.9pp |
| Annual return | 16.14% | 18.50%-2.4pp | 22.75%-6.6pp | 19.28%-3.1pp |
| Employer contribution / active EE | $2,362 | $2,794-15.4% | $4,137-42.9% | $2,840-16.8% |
| Participant deferral / active EE | $5,085 | $4,619+10.1% | $5,506-7.6% | $4,948+2.8% |
| Admin fee / account holder | $56 | $65-13.5% | $10,281-99.5% | $75-24.9% |