Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,083,212 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $121,429 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,500 |
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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 | $59,704-100.0% | $567,892-100.0% | $59,704-100.0% |
| Participation rate | 0.0% | 30.5%-30.5pp | 100.0%-100.0pp | 30.5%-30.5pp |
| Annual return | 6.97% | 6.59%+0.4pp | 5.58%+1.4pp | 6.59%+0.4pp |
| Employer contribution / active EE | $15,052 | $6,727+123.8% | $14,683+2.5% | $6,727+123.8% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $299-100.0% | $22,247-100.0% | $299-100.0% |