Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 11 · EIN 94-1347393 | Actuarial | $171,355 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 11 · EIN 62-0853448 | Actuarial | $42,655 |
ENNIS, PELLUM & ASSOCIATES1+ years Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $12,800 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -3.21% | -2.03%-1.2pp | -2.90%-0.3pp | -7.14%+3.9pp |
| Employer contribution / active EE | $0 | $10,249-100.0% | $27,990-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |