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.
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND ASSOCIATES Service code 17 · EIN 63-0955503 | Pension Consulting | $454,896 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $377,199 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 14 · EIN 94-1347393 | Plan Administrator | $125,773 |
BLOOMBERG FINANCE LP2+ years Filed as: BLOOMBERG FINANCE L.P. Service code 49 · EIN 13-3417984 | Other Services | $15,301 |
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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 | $14,491,905-100.0% | $1,637,423-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 5.3%-5.3pp | 5.3%-5.3pp |
| Annual return | 11.09% | 1057.21%-1046.1pp | 15.63%-4.5pp | 1057.21%-1046.1pp |
| Employer contribution / active EE | $8,251 | $14,374-42.6% | $56,677-85.4% | $14,374-42.6% |
| Participant deferral / active EE | $0 | $351-100.0% | $93-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $0 | $81,210-100.0% |