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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $32,809 |
SAIPH CAPITAL LLC1 year Filed as: SAIPH CAPITAL Service code 99 · EIN 86-2052065 | Other Fees | $23,765 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,516 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,678 |
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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 | $319,986-100.0% | $454,052-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 15.37% | 7.47%+7.9pp | 8.95%+6.4pp | 9.30%+6.1pp |
| Employer contribution / active EE | $0 | $54,901-100.0% | $46,559-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |