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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $15,761 |
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,716 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant 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 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 6.92% | 11.88%-5.0pp | 4.96%+2.0pp | 11.88%-5.0pp |
| Employer contribution / active EE | $1,122 | $14,612-92.3% | $29,749-96.2% | $14,612-92.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |