Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 11 · EIN 94-1347393 | Actuarial | $159,521 |
ENNIS, PELLUM & ASSOCIATES2+ years Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $9,800 |
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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 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | 5.88% | 1.12%+4.8pp | 2.04%+3.8pp | 4.56%+1.3pp |
| Employer contribution / active EE | $0 | $8,854-100.0% | $57,418-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $461-100.0% | $123-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |