Filed December 27, 2018 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $104,742 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 12 · EIN 94-1347393 | Custodial (securities); Trustee (bank... | $44,132 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -4.42% | -5.34%+0.9pp | 12.68%-17.1pp | -82.67%+78.2pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |