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 year Filed as: WELLS FARGO BANK Service code 18 · EIN 41-1592157 | Custodial (other than securities) | $1,385,783 |
MERCER2+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $117,884 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 13 · EIN 01-0694771 | Contract Administrator | $63,523 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CONSULTING SERVICES Service code 17 · EIN 94-1347393 | Pension Consulting | $35,750 |
Filed as: TOWERS WATSON DELAWARE Service code 17 · EIN 53-0181291 | Pension Consulting | $20,667 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $16,000 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $8,301 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 16.10% | 13.43%+2.7pp | 337.46%-321.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $21,964-100.0% | $20,191-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |