Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $147,565 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $48,223 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $45,341 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,431 |
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 | $78,472 | $93,223-15.8% | $185,876-57.8% | $93,223-15.8% |
| Participation rate | 51.1% | 74.9%-23.8pp | 78.0%-26.9pp | 74.9%-23.8pp |
| Annual return | 17.53% | 19.29%-1.8pp | 35.96%-18.4pp | 19.29%-1.8pp |
| Employer contribution / active EE | $734 | $2,680-72.6% | $4,088-82.0% | $2,680-72.6% |
| Participant deferral / active EE | $2,586 | $4,563-43.3% | $5,634-54.1% | $4,563-43.3% |
| Admin fee / account holder | $61 | $79-22.9% | $9,504-99.4% | $79-22.9% |