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 | $396,488 |
Service code 16 · EIN 94-3253397 | Consulting | $72,928 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $64,365 |
SAMET & COMPANY PC3+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
Filed as: MINTZ,LEVIN,COHN,FERRIS,GLOVSKY Service code 29 · EIN 04-3027605 | Legal | $7,300 |
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).
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 | $51,509 | $80,506-36.0% | $136,298-62.2% | $80,976-36.4% |
| Participation rate | 15.1% | 61.9%-46.8pp | 81.9%-66.9pp | 68.3%-53.2pp |
| Annual return | 18.17% | 27.70%-9.5pp | 5156.27%-5138.1pp | 22.91%-4.7pp |
| Employer contribution / active EE | $210 | $1,943-89.2% | $4,696-95.5% | $2,402-91.3% |
| Participant deferral / active EE | $871 | $4,601-81.1% | $6,247-86.1% | $3,848-77.4% |
| Admin fee / account holder | $83 | $72+15.9% | $9,244-99.1% | $67+23.5% |