Filed July 7, 2016 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $455,793 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $57,857 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 50 · EIN 13-2834414 | Direct Payment | $48,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,983 | $106,972-7.5% | $71,671+38.1% | $80,976+22.2% |
| Participation rate | 57.5% | 64.4%-6.9pp | 68.7%-11.3pp | 68.3%-10.8pp |
| Annual return | 16.49% | 23.84%-7.3pp | 20.65%-4.2pp | 22.91%-6.4pp |
| Employer contribution / active EE | $1,286 | $4,034-68.1% | $2,460-47.7% | $2,402-46.5% |
| Participant deferral / active EE | $2,582 | $3,800-32.1% | $3,438-24.9% | $3,848-32.9% |
| Admin fee / account holder | $54 | $97-44.1% | $5,558-99.0% | $67-20.0% |