Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOWARD CAPITAL MANAGEMENT Service code 16 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Consulting | $13,352 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 855 MAIN ST · DUBUQUE, IA 520016823 | Recordkeeping | $8,474 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $5,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,136 | $59,328-13.8% | $118,946-57.0% | $73,493-30.4% |
| Participation rate | 57.1% | 62.3%-5.2pp | 75.4%-18.2pp | 70.7%-13.5pp |
| Annual return | 8.59% | 19.13%-10.5pp | 35.89%-27.3pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,035 | $1,803-42.6% | $3,263-68.3% | $2,270-54.4% |
| Participant deferral / active EE | $1,571 | $2,604-39.7% | $4,266-63.2% | $3,740-58.0% |
| Admin fee / account holder | $276 | $600-54.1% | $6,581-95.8% | $513-46.3% |