Filed January 26, 2017 (most recent of 4 filings on file)
Total covered: 25 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $294,770 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $15,661 |
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 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 11.38% | 13.06%-1.7pp | 15.63%-4.3pp | 23.90%-12.5pp |
| Employer contribution / active EE | $58,313 | $19,111+205.1% | $56,677+2.9% | $16,539+252.6% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |