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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $32,367 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,677 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,010 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -2.38% | -1.13%-1.3pp | -0.81%-1.6pp | -2.16%-0.2pp |
| Employer contribution / active EE | $100,000 | $49,652+101.4% | $38,425+160.3% | $42,949+132.8% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |