Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-1592157 | Custodial (other than securities) | $586,419 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $130,279 |
MERCER6+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $104,841 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE Service code 17 · EIN 53-0181291 | Pension Consulting | $54,517 |
SB & COMPANY, LLC5 years Service code 10 · EIN 20-2153727 | Accounting | $20,840 |
COVINGTON & BURLING LLP3 years Service code 29 · EIN 53-0188411 | Legal | $6,416 |
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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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 14.27% | 8.42%+5.8pp | 11.38%+2.9pp | 15.63%-1.4pp |
| Employer contribution / active EE | $0 | $5,390-100.0% | $18,467-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |