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| Provider | Service type | Compensation |
|---|---|---|
CULPEPPER GROUP LLC1 year Service code 27 · EIN 06-1616478 | Advisory (Plan) | $19,660 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO NA Service code 21 · EIN 56-1354495 | Bank Trustee | $12,086 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 12.66% | 3.14%+9.5pp | 10.53%+2.1pp | 10.21%+2.5pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |