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 LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $761,390 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $132,223 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,800 |
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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 | $66,783-100.0% | $654,486-100.0% | $66,783-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 100.0%-100.0pp | 58.4%-58.4pp |
| Annual return | 12.36% | 10.67%+1.7pp | -4.04%+16.4pp | 10.67%+1.7pp |
| Employer contribution / active EE | $5,320 | $7,829-32.0% | $24,515-78.3% | $7,829-32.0% |
| Participant deferral / active EE | $0 | $0 | $12,000-100.0% | - |
| Admin fee / account holder | $0 | $203-100.0% | $23,561-100.0% | $203-100.0% |