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 | $1,650,021 |
ALSTON & BIRD LLP5+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $105,499 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,792 |
SC&H ATTEST SERVICES, P.C.4 years Service code 10 · EIN 52-1743645 | Accounting | $60,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,114 | $35,293-6.2% | $77,113-57.1% | $89,433-63.0% |
| Participation rate | 76.5% | 31.3%+45.2pp | 67.9%+8.6pp | 71.3%+5.3pp |
| Annual return | -18.17% | -5.92%-12.3pp | 42.37%-60.5pp | -11.88%-6.3pp |
| Employer contribution / active EE | $815 | $695+17.3% | $2,815-71.0% | $3,021-73.0% |
| Participant deferral / active EE | $5,118 | $1,764+190.1% | $4,430+15.5% | $5,125-0.1% |
| Admin fee / account holder | $42 | $105-60.4% | $5,445-99.2% | $79-47.6% |