Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIVERSAL DATA CORPORATION3+ years Service code 15 · EIN 41-2002379 331 SECOND AVENUE SOUTH, SUITE 820 · MINNEAPOLIS, MN 55401 | Recordkeeping | $380,833 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 200 EAST RANDOLPH STREET, STE 1500 · CHICAGO, IL 60601 | Actuarial | $235,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 41-6257133 INSTITUTIONAL TRUST SERVICES · MINNEAPOLIS, MN 55479 | Securities Custodian | $56,246 |
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE BANK AND TRUST CO Service code 27 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $33,399 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 8.00% | 10.88%-2.9pp | 9.39%-1.4pp | 13.95%-5.9pp |
| Employer contribution / active EE | $2,313 | $18,458-87.5% | $33,466-93.1% | $16,598-86.1% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |