Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,432 |
SAMET & COMPANY PC3+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $11,693 |
ALTMAN & CRONIN BENEFIT CONSULTANTS3+ years Filed as: ALTMAN & CRONIN BENEFIT CONS, LLC Service code 16 · EIN 94-3253397 | Consulting | $7,970 |
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY3+ years Filed as: MINTZ LEVIN COHN FERRIS GLOVSKY Service code 29 · EIN 04-2718459 | Legal | $629 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,460 | $80,506-63.4% | $136,294-78.4% | $80,976-63.6% |
| Participation rate | 15.5% | 61.9%-46.4pp | 81.9%-66.5pp | 68.3%-52.8pp |
| Annual return | 19.01% | 27.70%-8.7pp | 5155.94%-5136.9pp | 22.91%-3.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $4,695-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $663 | $4,601-85.6% | $6,247-89.4% | $3,848-82.8% |
| Admin fee / account holder | $95 | $72+32.5% | $9,243-99.0% | $67+41.1% |