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 Service code 15 · EIN 94-1347393 | Recordkeeping | $297,846 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $68,035 |
Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $56,607 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON AND BURLING LLP Service code 29 · EIN 53-0188411 | Legal | $24,747 |
SB & COMPANY, LLC2+ years Service code 10 · EIN 20-2153727 | Accounting | $17,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,140 | $123,286+42.9% | $75,501+133.3% | $77,958+125.9% |
| Participation rate | 93.4% | 78.8%+14.7pp | 72.4%+21.1pp | 71.6%+21.8pp |
| Annual return | 15.96% | 20.45%-4.5pp | 27.35%-11.4pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,616 | $2,035+77.7% | $2,352+53.8% | $2,310+56.5% |
| Participant deferral / active EE | $6,430 | $3,095+107.7% | $3,142+104.6% | $3,537+81.8% |
| Admin fee / account holder | $120 | $144-16.6% | $5,801-97.9% | $97+23.5% |