Filed February 24, 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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,514,557 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,146 |
STOUT, CAUSEY & HORNING, P.A.2+ years Service code 10 · EIN 52-1743645 | Accounting | $55,218 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $41,687 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,195 | $3,611,051-99.4% | $123,894-83.7% | $329,111-93.9% |
| Participation rate | 11.8% | 60.7%-48.9pp | 81.4%-69.6pp | 67.9%-56.0pp |
| Annual return | 8.35% | 14.13%-5.8pp | 47.52%-39.2pp | 16.35%-8.0pp |
| Employer contribution / active EE | $56 | $1,947-97.1% | $4,617-98.8% | $2,303-97.6% |
| Participant deferral / active EE | $565 | $4,426-87.2% | $5,984-90.6% | $3,682-84.7% |
| Admin fee / account holder | $60 | $9,731-99.4% | $8,357-99.3% | $754-92.1% |