Filed August 4, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND ASSOCIATES Service code 17 · EIN 63-0955503 | Pension Consulting | $422,342 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $197,667 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 14 · EIN 94-1347393 | Plan Administrator | $121,776 |
Service code 28 · EIN 91-1997788 | Investment Management | $18,085 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $17,394 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG FINANCE L.P. Service code 49 · EIN 13-3417984 | Other Services | $14,924 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,821-100.0% | $500,101-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 21.3%-21.3pp | 5.5%-5.5pp |
| Annual return | 3.70% | 5.86%-2.2pp | 2.08%+1.6pp | 5.86%-2.2pp |
| Employer contribution / active EE | $8,916 | $10,137-12.1% | $47,324-81.2% | $10,137-12.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $78-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,916-100.0% | $387-100.0% |