Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 11 · EIN 13-4008324 | Actuarial | $77,155 |
KPMG LLP1+ years Filed as: KPMG,LLP Service code 10 · EIN 13-5565207 | Accounting | $46,428 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2723880 | Contract Administrator | $39,095 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 26 · EIN 94-1347393 | Advisory (Participants) | $18,641 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $16,858 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $253,870-100.0% | $253,870-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 10.5%-10.5pp | 48.7%-48.7pp |
| Annual return | 0.11% | -1.11%+1.2pp | -1.10%+1.2pp | -2.16%+2.3pp |
| Employer contribution / active EE | $0 | $37,886-100.0% | $27,248-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $105-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $702,575-100.0% | $702,575-100.0% | $12,572-100.0% |