Filed October 27, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNIVERSAL DATA CORPORATION1+ years Service code 15 · EIN 41-2002379 331 SECOND AVENUE SOUTH, SUITE 820 · MINNEAPOLIS, MH 55401 | Recordkeeping | $355,129 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $354,956 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 41-6257133 INSTITUTIONAL TRUST SERVICES · MINNEAPOLIS, MH 55479 | Securities Custodian | $70,981 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE BANK AND TRUST CO Service code 27 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $38,224 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -0.17% | -0.83%+0.7pp | -1.08%+0.9pp | 2.81%-3.0pp |
| Employer contribution / active EE | $48,485 | $22,474+115.7% | $35,779+35.5% | $16,358+196.4% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |