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 | $206,546 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $15,142 |
Service code 10 · EIN 52-1743645 | Accounting | $6,285 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,310 |
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.
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 | $27,587 | $32,762-15.8% | $84,646-67.4% | $89,609-69.2% |
| Participation rate | 7.2% | 34.6%-27.4pp | 68.2%-61.1pp | 69.6%-62.4pp |
| Annual return | 31.33% | 28.37%+3.0pp | 258.85%-227.5pp | 33.65%-2.3pp |
| Employer contribution / active EE | $1 | $564-99.8% | $2,654-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $665 | $1,501-55.7% | $3,901-82.9% | $4,222-84.2% |
| Admin fee / account holder | $48 | $82-42.1% | $4,915-99.0% | $72-33.3% |