Filed January 26, 2017 (most recent of 4 filings on file)
Total covered: 25 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $272,339 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $42,731 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $15,489 |
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 | $82,591-100.0% | $177,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.8%-11.8pp | 0.8%-0.8pp |
| Annual return | -0.43% | -0.60%+0.2pp | -2.52%+2.1pp | -0.60%+0.2pp |
| Employer contribution / active EE | $17,167 | $12,272+39.9% | $82,375-79.2% | $12,272+39.9% |
| Participant deferral / active EE | $0 | $416-100.0% | $201-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $1,917-100.0% | $717-100.0% |