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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3+ years Service code 11 · EIN 06-0854693 | Actuarial | $14,620 |
WELLS FARGO BANK, N.A.3+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $14,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 12.35% | 13.23%-0.9pp | 12.88%-0.5pp | 10.21%+2.1pp |
| Employer contribution / active EE | $12,554 | $45,589-72.5% | $40,010-68.6% | $42,272-70.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |