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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $440,237 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $13,715 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,718 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $5,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,097 | $32,762-60.0% | $84,646-84.5% | $89,609-85.4% |
| Participation rate | 3.4% | 34.6%-31.2pp | 68.2%-64.9pp | 69.6%-66.2pp |
| Annual return | 24.21% | 28.37%-4.2pp | 258.85%-234.6pp | 33.65%-9.4pp |
| Employer contribution / active EE | $1 | $564-99.9% | $2,654-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $178 | $1,501-88.2% | $3,901-95.4% | $4,222-95.8% |
| Admin fee / account holder | $49 | $82-40.7% | $4,915-99.0% | $72-31.8% |