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 | $1,928,377 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $140,889 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,972 |
Service code 10 · EIN 52-1743645 | Accounting | $58,438 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,462 |
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 | $30,264 | $32,762-7.6% | $84,646-64.2% | $89,609-66.2% |
| Participation rate | 78.9% | 34.6%+44.3pp | 68.2%+10.7pp | 69.6%+9.3pp |
| Annual return | 25.10% | 28.37%-3.3pp | 258.85%-233.7pp | 33.65%-8.5pp |
| Employer contribution / active EE | $675 | $564+19.8% | $2,654-74.6% | $2,584-73.9% |
| Participant deferral / active EE | $4,189 | $1,501+179.1% | $3,901+7.4% | $4,222-0.8% |
| Admin fee / account holder | $54 | $82-34.0% | $4,915-98.9% | $72-24.0% |