Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 11 · EIN 94-1347393 | Actuarial | $808,963 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,663 |
DELOITTE & TOUCHE LLP2+ years Filed as: BRYAN PENDLETON SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $10,314 |
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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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 6.25% | 7.17%-0.9pp | 7.98%-1.7pp | 7.18%-0.9pp |
| Employer contribution / active EE | $14,663 | $13,444+9.1% | $23,724-38.2% | $13,095+12.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |