Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 11 · EIN 94-1347393 | Actuarial | $687,890 |
BRYAN CAVE LLP1 year Filed as: BRYAN PENDLETONSWATS AND MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $60,043 |
FIDUCIARYFIRST LLC1 year Service code 27 · EIN 20-5582309 | Advisory (Plan) | $51,510 |
Filed as: ENNIS PELLUM AND ASSOCIATES CPS Service code 10 · EIN 59-1843700 | Accounting | $29,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $20,841 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX1 year Filed as: DODGE COX Service code 52 · EIN 25-6219106 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 19.94% | 12.38%+7.6pp | 10.53%+9.4pp | 23.90%-4.0pp |
| Employer contribution / active EE | $15,699 | $23,325-32.7% | $29,360-46.5% | $16,539-5.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |