Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 11 · EIN 13-4008324 | Actuarial | $97,820 |
KPMG LLP2+ years Filed as: KPMG,LLP Service code 10 · EIN 13-5565207 | Accounting | $57,857 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2723880 | Contract Administrator | $52,418 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 94-1347393 | Advisory (Participants) | $18,539 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $16,170 |
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Annual investment return 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.
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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -1.29% | 4.44%-5.7pp | 4.72%-6.0pp | 4.16%-5.5pp |
| Employer contribution / active EE | $97,067 | $41,495+133.9% | $30,821+214.9% | $42,918+126.2% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |