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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK N.A. Service code 11 · EIN 94-1347393 | Actuarial | $83,194 |
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $62,500 |
JANOVER LLC4+ years Service code 10 · EIN 11-3258497 | Accounting | $15,750 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $298,592-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 44.5%-44.5pp | 1.8%-1.8pp |
| Annual return | -8.71% | 0.19%-8.9pp | -0.25%-8.5pp | 0.19%-8.9pp |
| Employer contribution / active EE | $6,570 | $13,763-52.3% | $39,776-83.5% | $13,763-52.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $0-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $18,607-100.0% | $426-100.0% |