Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $251,038 |
Filed as: ALTMAN & CRONIN BENEFITS CONSULTANT Service code 11 · EIN 94-3253397 | Actuarial | $57,555 |
SAMET & COMPANY PC4+ years Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $19,794 |
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 | $29,486 | $88,874-66.8% | $123,553-76.1% | $75,289-60.8% |
| Participation rate | 91.0% | 75.9%+15.2pp | 82.3%+8.7pp | 72.4%+18.6pp |
| Annual return | -5.21% | 4.22%-9.4pp | 119.21%-124.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $644 | $3,256-80.2% | $4,628-86.1% | $2,405-73.2% |
| Participant deferral / active EE | $2,274 | $6,174-63.2% | $6,426-64.6% | $3,739-39.2% |
| Admin fee / account holder | $77 | $95-19.0% | $9,284-99.2% | $102-25.2% |