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.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $1,181,326 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,047,720 |
ALSTON & BIRD LLP4+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $120,753 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $42,620 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,855 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,223 |
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 | $41,148 | $104,165-60.5% | $96,188-57.2% | $106,520-61.4% |
| Participation rate | 74.4% | 31.3%+43.1pp | 68.4%+5.9pp | 71.3%+3.0pp |
| Annual return | 16.83% | 25.28%-8.4pp | 192.12%-175.3pp | 19.28%-2.4pp |
| Employer contribution / active EE | $716 | $599+19.5% | $2,800-74.4% | $2,840-74.8% |
| Participant deferral / active EE | $4,631 | $1,572+194.6% | $4,350+6.5% | $4,948-6.4% |
| Admin fee / account holder | $58 | $98-41.0% | $5,538-99.0% | $75-22.4% |