Filed December 14, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 | Investment Management | $285,854 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $96,877 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER, KAPLAN, ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $12,200 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.05% | -1.13%+1.1pp | -0.81%+0.8pp | 2.81%-2.9pp |
| Employer contribution / active EE | $27,439 | $14,981+83.2% | $38,425-28.6% | $16,358+67.7% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |