Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $121,659 |
SAMET & COMPANY PC1+ years Service code 10 · EIN 04-3027605 | Accounting | $26,650 |
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY1+ years Filed as: MINTZ LEVIN COHN FERRIS GLOVSKY Service code 29 · EIN 04-2718459 | Legal | $9,995 |
ALTMAN & CRONIN BENEFIT CONSULTANTS1+ years Filed as: ALTMAN & CRONIN BENEFIT CONS, LLC Service code 16 · EIN 94-3253397 | Consulting | $7,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,006 | $65,877-62.0% | $115,037-78.3% | $69,651-64.1% |
| Participation rate | 8.0% | 58.1%-50.1pp | 81.4%-73.4pp | 66.6%-58.6pp |
| Annual return | 1.18% | 6.03%-4.9pp | 26.14%-25.0pp | 53.77%-52.6pp |
| Employer contribution / active EE | $0 | $1,712-100.0% | $4,608-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $602 | $4,216-85.7% | $6,026-90.0% | $3,635-83.4% |
| Admin fee / account holder | $97 | $77+26.0% | $8,175-98.8% | $63+54.0% |