Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $129,970 |
Filed as: JP MORGAN CHASE BANK Service code 13 · EIN 13-3408600 | Contract Administrator | $122,885 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $40,132 |
KRUGGEL, LAWTON & COMPANY, LLC3+ years Filed as: KRUGGEL, LAWTON AND COMPANY, LLC Service code 10 · EIN 35-1307701 | Accounting | $14,500 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 16.22% | 3.14%+13.1pp | 10.53%+5.7pp | 10.21%+6.0pp |
| Employer contribution / active EE | $90,360 | $46,562+94.1% | $29,360+207.8% | $42,272+113.8% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |