Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $189,538 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $57,857 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING 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.
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 | $61,333 | $177,276-65.4% | $185,117-66.9% | $177,276-65.4% |
| Participation rate | 43.7% | 74.8%-31.1pp | 77.3%-33.5pp | 74.8%-31.1pp |
| Annual return | 16.79% | 21.25%-4.5pp | 40.50%-23.7pp | 21.25%-4.5pp |
| Employer contribution / active EE | $892 | $2,479-64.0% | $4,182-78.7% | $2,479-64.0% |
| Participant deferral / active EE | $1,939 | $3,881-50.0% | $5,045-61.6% | $3,881-50.0% |
| Admin fee / account holder | $77 | $154-50.0% | $8,159-99.1% | $154-50.0% |