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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,985,396 |
ALSTON & BIRD LLP1+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $263,333 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,156 |
SC&H1+ years Service code 10 · EIN 52-1743645 | Accounting | $31,953 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $12,575 |
VENABLE LLP1+ years Filed as: VENABLE Service code 29 · EIN 52-0517250 | Legal | $11,007 |
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 | $23,411 | $26,810-12.7% | $76,518-69.4% | $73,367-68.1% |
| Participation rate | 99.8% | 34.6%+65.2pp | 68.0%+31.8pp | 69.5%+30.3pp |
| Annual return | 0.00% | 17.04%-17.0pp | -0.27%+0.3pp | 173.45%-173.5pp |
| Employer contribution / active EE | $571 | $503+13.6% | $2,647-78.4% | $2,499-77.2% |
| Participant deferral / active EE | $3,948 | $1,312+200.8% | $3,836+2.9% | $4,033-2.1% |
| Admin fee / account holder | $61 | $71-13.3% | $4,849-98.7% | $68-10.3% |