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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $14,003 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 | Actuarial | $11,050 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | -6.49% | -3.41%-3.1pp | -3.29%-3.2pp | -82.67%+76.2pp |
| Employer contribution / active EE | $7,207 | $41,836-82.8% | $36,762-80.4% | $43,771-83.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |