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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $462,805 |
SAKS & COMPANY, LLC2 years Service code 14 · EIN 13-1256625 | Plan Administrator | $149,569 |
Service code 16 · EIN 36-1453176 | Consulting | $104,680 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 22-2232264 | Consulting | $102,154 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $89,235 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $36,519 |
Filed as: CBIZ EAST INC Service code 10 · EIN 37-1798599 | Accounting | $4,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,032 | $93,223-38.8% | $104,656-45.5% | $93,223-38.8% |
| Participation rate | 66.6% | 74.9%-8.3pp | 74.1%-7.5pp | 74.9%-8.3pp |
| Annual return | 10.96% | 19.29%-8.3pp | 340.70%-329.7pp | 19.29%-8.3pp |
| Employer contribution / active EE | $215 | $2,680-92.0% | $2,682-92.0% | $2,680-92.0% |
| Participant deferral / active EE | $2,252 | $4,563-50.6% | $3,738-39.7% | $4,563-50.6% |
| Admin fee / account holder | $74 | $79-6.4% | $6,466-98.9% | $79-6.4% |