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 | $1,921,753 |
ALSTON & BIRD LLP6+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $150,013 |
SC&H ATTEST SERVICES, P.C.5 years Service code 10 · EIN 52-1743645 | Accounting | $80,808 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,495 |
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 | $43,260 | $36,954+17.1% | $80,669-46.4% | $96,393-55.1% |
| Participation rate | 77.3% | 33.6%+43.7pp | 67.0%+10.3pp | 71.3%+6.0pp |
| Annual return | 22.41% | 36.74%-14.3pp | 937.61%-915.2pp | 22.88%-0.5pp |
| Employer contribution / active EE | $846 | $776+9.0% | $2,724-68.9% | $3,239-73.9% |
| Participant deferral / active EE | $5,865 | $1,942+202.0% | $4,444+32.0% | $5,455+7.5% |
| Admin fee / account holder | $50 | $115-56.7% | $5,384-99.1% | $74-32.6% |