Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $510,599 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $310,927 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $142,114 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
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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 | $102,087-100.0% | $603,211-100.0% | $102,087-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 100.0%-100.0pp | 70.0%-70.0pp |
| Annual return | -3.71% | -1.07%-2.6pp | 1.28%-5.0pp | -1.07%-2.6pp |
| Employer contribution / active EE | $5,296 | $9,331-43.3% | $17,203-69.2% | $9,331-43.3% |
| Participant deferral / active EE | $0 | $2,666-100.0% | $9,661-100.0% | $2,666-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $27,484-100.0% | $172-100.0% |