Filed June 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $209,116 |
MERCER3 years Service code 11 · EIN 13-2934414 | Actuarial | $73,229 |
BENEFITFOCUS.COM, INC.4+ years Service code 13 · EIN 57-1099948 | Contract Administrator | $10,434 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 4.63% | 21.83%-17.2pp | 11.02%-6.4pp | 21.83%-17.2pp |
| Employer contribution / active EE | $20,890 | $12,237+70.7% | $33,824-38.2% | $12,237+70.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |