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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $253,007 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $16,880 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,525 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $6,450 |
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.
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 | $30,596 | $36,321-15.8% | $89,441-65.8% | $106,273-71.2% |
| Participation rate | 6.8% | 29.8%-23.0pp | 68.0%-61.2pp | 70.8%-64.0pp |
| Annual return | 24.96% | 24.00%+1.0pp | 245.62%-220.7pp | 21.70%+3.3pp |
| Employer contribution / active EE | $1 | $507-99.7% | $2,588-99.9% | $2,722-100.0% |
| Participant deferral / active EE | $622 | $1,286-51.7% | $3,891-84.0% | $4,601-86.5% |
| Admin fee / account holder | $53 | $78-31.8% | $4,885-98.9% | $78-32.3% |