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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $884,907 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $111,859 |
DELOITTE & TOUCHE LLP1+ years Filed as: BRYAN,PENDLETON,SWATS, & MCALLISTER Service code 15 · EIN 62-0853448 | Recordkeeping | $70,000 |
QUARLES & BRADY LLP1+ years Service code 29 · EIN 39-0432630 | Legal | $24,059 |
WITHUMSMITH+BROWN, PC1+ years Filed as: RUBIN BROWN LLP Service code 16 · EIN 43-0765316 | Consulting | $21,969 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.05% | -0.43%-1.6pp | -3.43%+1.4pp | -0.60%-1.4pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |