Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $195,141 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 50 · EIN 13-2834414 | Direct Payment | $50,219 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $49,224 |
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 | $57,456 | $68,904-16.6% | $169,452-66.1% | $68,904-16.6% |
| Participation rate | 45.2% | 74.1%-28.9pp | 77.8%-32.6pp | 74.1%-28.9pp |
| Annual return | -3.12% | 1.07%-4.2pp | 1.83%-5.0pp | 1.07%-4.2pp |
| Employer contribution / active EE | $918 | $2,540-63.9% | $4,157-77.9% | $2,540-63.9% |
| Participant deferral / active EE | $2,130 | $4,015-46.9% | $5,277-59.6% | $4,015-46.9% |
| Admin fee / account holder | $74 | $71+4.3% | $9,110-99.2% | $71+4.3% |