Filed June 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $229,921 |
MERCER4 years Service code 11 · EIN 13-2934414 | Actuarial | $92,116 |
BENEFITFOCUS.COM, INC.5+ years Service code 13 · EIN 57-1099948 | Contract Administrator | $14,111 |
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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 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | -7.22% | 12.86%-20.1pp | 5.50%-12.7pp | 12.86%-20.1pp |
| Employer contribution / active EE | $12,465 | $13,687-8.9% | $28,518-56.3% | $13,687-8.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |