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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $16,862 |
MURPHY ANDERSON PLLC1 year Service code 29 · EIN 26-3092374 | Legal | $9,331 |
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,716 |
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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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 14.22% | 13.95%+0.3pp | 10.66%+3.6pp | 13.95%+0.3pp |
| Employer contribution / active EE | $865 | $16,598-94.8% | $30,880-97.2% | $16,598-94.8% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |