Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $198,394 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 50 · EIN 13-2834414 | Direct Payment | $61,476 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $46,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,885 | $36,978+43.0% | $155,789-66.1% | $59,188-10.7% |
| Participation rate | 47.5% | 62.7%-15.3pp | 76.1%-28.6pp | 69.4%-21.9pp |
| Annual return | 1.44% | 5.44%-4.0pp | 71.54%-70.1pp | 5.51%-4.1pp |
| Employer contribution / active EE | $833 | $1,222-31.8% | $3,839-78.3% | $2,098-60.3% |
| Participant deferral / active EE | $1,870 | $2,795-33.1% | $4,798-61.0% | $3,265-42.7% |
| Admin fee / account holder | $134 | $65+106.3% | $7,477-98.2% | $92+45.5% |