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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $617,347 |
ALSTON & BIRD LLP5 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $14,746 |
SC&H ATTEST SERVICES, P.C.6 years Service code 10 · EIN 52-1743645 | Accounting | $6,752 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,272 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,675 | $35,293-64.1% | $77,113-83.6% | $89,433-85.8% |
| Participation rate | 4.3% | 31.3%-27.1pp | 67.9%-63.6pp | 71.3%-67.0pp |
| Annual return | -9.71% | -5.92%-3.8pp | 42.37%-52.1pp | -11.88%+2.2pp |
| Employer contribution / active EE | $0 | $695-99.9% | $2,815-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $302 | $1,764-82.9% | $4,430-93.2% | $5,125-94.1% |
| Admin fee / account holder | $42 | $105-59.7% | $5,445-99.2% | $79-46.7% |