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 | $1,903,900 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $139,870 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,718 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $52,890 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $15,515 |
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 | $37,506 | $36,321+3.3% | $89,441-58.1% | $106,273-64.7% |
| Participation rate | 76.0% | 29.8%+46.1pp | 68.0%+8.0pp | 70.8%+5.2pp |
| Annual return | 18.04% | 24.00%-6.0pp | 245.62%-227.6pp | 21.70%-3.7pp |
| Employer contribution / active EE | $670 | $507+32.3% | $2,588-74.1% | $2,722-75.4% |
| Participant deferral / active EE | $4,481 | $1,286+248.4% | $3,891+15.2% | $4,601-2.6% |
| Admin fee / account holder | $57 | $78-27.2% | $4,885-98.8% | $78-27.7% |