Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-1592157 | Custodial (other than securities) | $1,450,566 |
MCCORMICK1 year Service code 13 · EIN 52-0408290 | Contract Administrator | $221,444 |
MERCER3+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $121,962 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 17 · EIN 53-0181291 | Pension Consulting | $84,755 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CONSULTING SERVICES Service code 17 · EIN 94-1347393 | Pension Consulting | $27,250 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $14,850 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $6,946 |
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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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 2.26% | 8.57%-6.3pp | -0.41%+2.7pp | 33.37%-31.1pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $15,396-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |