Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-1592157 | Custodial (other than securities) | $945,735 |
MERCER4+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $416,006 |
MCCORMICK2 years Service code 13 · EIN 52-0408290 | Contract Administrator | $199,527 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $101,264 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 17 · EIN 53-0181291 | Pension Consulting | $66,573 |
SB & COMPANY, LLC3 years Service code 10 · EIN 20-2153727 | Accounting | $20,500 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CONSULTING SERVICES Service code 17 · EIN 94-1347393 | Pension Consulting | $9,750 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $8,037 |
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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.
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 9.88% | 16.64%-6.8pp | -100.31%+110.2pp | 21.83%-12.0pp |
| Employer contribution / active EE | $0 | $7,557-100.0% | $18,686-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |