Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $483,824 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO BANK Service code 13 · EIN 41-1592157 | Contract Administrator | $384,092 |
Service code 17 | Pension Consulting | $124,688 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $67,163 |
COVINGTON & BURLING LLP4 years Service code 29 · EIN 53-0188411 | Legal | $29,158 |
SB & COMPANY, LLC6 years Service code 10 · EIN 20-2153727 | Accounting | $21,185 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $10,128 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -8.48% | -18.55%+10.1pp | -2.63%-5.8pp | 23.41%-31.9pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |