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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.5+ years Service code 11 · EIN 06-0854693 | Actuarial | $16,300 |
WELLS FARGO BANK, N.A.5+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $13,895 |
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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 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 16.63% | 10.25%+6.4pp | 10.78%+5.8pp | 12.16%+4.5pp |
| Employer contribution / active EE | $19,872 | $47,546-58.2% | $41,857-52.5% | $44,747-55.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |