Filed November 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $150,139 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $79,029 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $14,633 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 1.77% | 16.85%-15.1pp | 5.44%-3.7pp | 11.88%-10.1pp |
| Employer contribution / active EE | $29,320 | $10,313+184.3% | $25,481+15.1% | $14,612+100.7% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |