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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 65 · EIN 41-0449260 40 NE LOOP 410 · SAN ANTONIO, TX 78216 | Account Maintenance | $48,109 |
NOVA 401(K) ASSOCIATES5+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Actuarial | $36,375 |
GUTIERREZ, MARTINEZ & CO LLP5+ years Service code 10 · EIN 46-4553305 415 SHILOH DR · LAREDO, TX 78045 | Accounting | $15,000 |
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Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 2.69% | 7.62%-4.9pp | 10.57%-7.9pp | 627.08%-624.4pp |
| Employer contribution / active EE | $8,037 | $18,841-57.3% | $29,483-72.7% | $18,824-57.3% |
| Participant deferral / active EE | $306 | $1,564-80.4% | $150+104.5% | $418-26.6% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |