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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $7,905 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 707 WILSHIRE BLVD, SUITE 2600 · LOS ANGELES, CA 90017 | Actuarial | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $438,681-100.0% | $438,681-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 48.2%-48.2pp | 44.3%-44.3pp | 43.0%-43.0pp |
| Annual return | 12.96% | 4.01%+9.0pp | 4.26%+8.7pp | 259.17%-246.2pp |
| Employer contribution / active EE | $0 | $56,756-100.0% | $54,767-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,502-100.0% |