Filed November 29, 2016
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $185,970 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $71,640 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $57,144 |
LORD & TAYLOR, LLC1+ years Service code 14 · EIN 20-5344961 | Plan Administrator | $45,043 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $13,300 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 22-2232264 | Advisory (Plan) | $7,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,012 | $38,509+9.1% | $90,657-53.7% | $73,367-42.7% |
| Participation rate | 57.6% | 45.9%+11.7pp | 74.0%-16.4pp | 69.5%-11.9pp |
| Annual return | 0.00% | 2.07%-2.1pp | 1.89%-1.9pp | 173.45%-173.5pp |
| Employer contribution / active EE | $149 | $754-80.2% | $2,532-94.1% | $2,499-94.0% |
| Participant deferral / active EE | $599 | $1,495-60.0% | $3,424-82.5% | $4,033-85.2% |
| Admin fee / account holder | $24 | $48-50.7% | $4,994-99.5% | $68-65.2% |