Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 11 · EIN 94-1347393 | Actuarial | $165,466 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $21,686 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,757-100.0% | $105,260-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 11.3%-11.3pp |
| Annual return | 18.24% | 11.19%+7.0pp | 9.21%+9.0pp | 10.41%+7.8pp |
| Employer contribution / active EE | $12,280 | $8,046+52.6% | $35,088-65.0% | $14,691-16.4% |
| Participant deferral / active EE | $0 | $306-100.0% | $163-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $4,019-100.0% | $2,646-100.0% |