Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $453,119 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $280,543 |
Filed as: LOCKTON COMPANIES, LLC Service code 11 444 W. 47TH ST, STE 900 · KANSAS CITY, MO 64112 | Actuarial | $68,182 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $29,500 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $28,984 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -23.28% | -17.19%-6.1pp | 179.55%-202.8pp | 2.78%-26.1pp |
| Employer contribution / active EE | $18,088 | $23,110-21.7% | $24,917-27.4% | $15,276+18.4% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |