Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $122,566 |
SAMET & COMPANY PC4+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $9,897 |
Filed as: ALTMAN & CRONIN BENEFIT CONS, LLC Service code 16 · EIN 94-3253397 | Consulting | $8,683 |
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.
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,829 | $71,505-62.5% | $123,553-78.3% | $73,367-63.4% |
| Participation rate | 8.2% | 64.9%-56.7pp | 82.3%-74.1pp | 69.5%-61.3pp |
| Annual return | -5.43% | 6.94%-12.4pp | 119.21%-124.6pp | 173.45%-178.9pp |
| Employer contribution / active EE | $0 | $2,011-100.0% | $4,628-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $713 | $4,928-85.5% | $6,426-88.9% | $4,033-82.3% |
| Admin fee / account holder | $86 | $66+30.2% | $9,284-99.1% | $68+25.6% |