Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,882 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,154 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $30,011 |
SAMET & COMPANY PC3 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $10,553 |
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY2 years Service code 27 · EIN 04-2718459 | Advisory (Plan) | $4,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,247 | $120,450-64.1% | $159,436-72.9% | $93,030-53.5% |
| Participation rate | 37.4% | 78.0%-40.6pp | 82.8%-45.4pp | 73.9%-36.5pp |
| Annual return | 19.06% | 27.11%-8.0pp | 263.57%-244.5pp | 158.70%-139.6pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,741 | $7,283-62.4% | $7,352-62.7% | $4,562-39.9% |
| Admin fee / account holder | $154 | $137+12.9% | $10,799-98.6% | $152+1.7% |