Filed February 7, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $19,326 |
COOK STREET CONSULTING2+ years Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $5,693 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $22,083-100.0% | $14,339-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 48.3%-48.3pp | 17.0%-17.0pp | 45.6%-45.6pp |
| Annual return | -88.32% | -6.39%-81.9pp | 1.15%-89.5pp | 4.16%-92.5pp |
| Employer contribution / active EE | $0 | $55,387-100.0% | $26,339-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $178-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $0 | $3,605-100.0% | $21,465-100.0% |