Filed January 26, 2017 (most recent of 4 filings on file)
Total covered: 25 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $412,296 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $16,930 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 12.08% | 7.54%+4.5pp | 21681.50%-21669.4pp | 11.45%+0.6pp |
| Employer contribution / active EE | $0 | $16,158-100.0% | $87,430-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |