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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $483,785 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 14 · EIN 94-1347393 | Plan Administrator | $327,505 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND ASSOCIATES Service code 17 · EIN 63-0955503 | Pension Consulting | $130,596 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $31,103 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG FINANCE L.P. Service code 49 · EIN 13-3417984 | Other Services | $12,585 |
ADP BROKER-DEALER2 years Filed as: AUTOMATED MAILING SYSTEMS INC Service code 49 2480 PATTERSON AVE SW · ROANOKE, VA 24016 | Other Services | $12,400 |
FINDLEY3 years Service code 17 · EIN 34-1213174 | Pension Consulting | $10,000 |
POPE LAW FIRM1 year Filed as: POPE-CK PATTERSON POPE Service code 15 5755 GRANGER RD # 210 · INDEPENDENCE, OH 44131 | Recordkeeping | $8,135 |
NDR ED DAVIS RESEARCH2 years Service code 49 600 BIRD BAY DRIVE WEST · VENICE, FL 34285 | Other Services | $5,807 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 3.37% | 13.80%-10.4pp | 21681.50%-21678.1pp | 13.80%-10.4pp |
| Employer contribution / active EE | $9,820 | $10,386-5.4% | $87,430-88.8% | $10,386-5.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $70-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |