Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 41-1592157 | Custodial (other than securities) | $1,623,728 |
MERCER1+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $144,531 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 13 · EIN 01-0694771 | Contract Administrator | $44,672 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: WF CONSULTING SERVICES Service code 17 · EIN 94-1347393 | Pension Consulting | $27,750 |
COVINGTON & BURLING LLP1+ years Filed as: COVINGTON BURLING Service code 29 · EIN 53-0188411 | Legal | $16,569 |
SB & COMPANY, LLC1+ years Filed as: SB&CO Service code 10 · EIN 20-2153727 | Accounting | $15,300 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $7,385 |
Filed as: WF REVENUE SHARE REBATE Service code 18 · EIN 94-1347393 | Custodial (other than securities) | -$42,793 |
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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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 4.61% | 13.53%-8.9pp | 18.87%-14.3pp | 9.19%-4.6pp |
| Employer contribution / active EE | $5,063 | $18,999-73.3% | $19,828-74.5% | $12,608-59.8% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |