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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $17,326 |
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,908 |
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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 | $46,244-100.0% | $177,834-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 39.5%-39.5pp | 2.8%-2.8pp |
| Annual return | 19.99% | 16.32%+3.7pp | 11.67%+8.3pp | 16.32%+3.7pp |
| Employer contribution / active EE | $799 | $17,007-95.3% | $28,376-97.2% | $17,007-95.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $46-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $15,617-100.0% | $127-100.0% |