Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $502,088 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $316,423 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $149,383 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $14,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 16.71% | 22.40%-5.7pp | 29.77%-13.1pp | 21.83%-5.1pp |
| Employer contribution / active EE | $4,356 | $13,519-67.8% | $33,607-87.0% | $12,237-64.4% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |