Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 11 · EIN 13-4008324 | Actuarial | $73,000 |
KPMG LLP5+ years Filed as: KPMG,LLP Service code 10 · EIN 13-5565207 | Accounting | $50,008 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 26 · EIN 94-1347393 | Advisory (Participants) | $20,508 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2723880 | Contract Administrator | $19,091 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $2,363 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | -93.80% | 16.84%-110.6pp | 16.32%-110.1pp | 12.16%-106.0pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |