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 | $256,822 |
ALSTON & BIRD LLP5+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $9,366 |
SC&H ATTEST SERVICES, P.C.4 years Service code 10 · EIN 52-1743645 | Accounting | $6,841 |
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 | $28,046 | $35,293-20.5% | $77,113-63.6% | $89,433-68.6% |
| Participation rate | 8.8% | 31.3%-22.5pp | 67.9%-59.1pp | 71.3%-62.5pp |
| Annual return | -12.64% | -5.92%-6.7pp | 42.37%-55.0pp | -11.88%-0.8pp |
| Employer contribution / active EE | $1 | $695-99.9% | $2,815-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $1,165 | $1,764-34.0% | $4,430-73.7% | $5,125-77.3% |
| Admin fee / account holder | $46 | $105-56.1% | $5,445-99.2% | $79-41.9% |