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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 11 · EIN 94-1347393 | Actuarial | $136,485 |
URISH POPECK & CO., LLC1 year Filed as: URISH POPECK & CO, LLC Service code 10 · EIN 25-1306171 | Accounting | $15,500 |
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Annual investment return 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.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -8.79% | -4.13%-4.7pp | -2.99%-5.8pp | -82.66%+73.9pp |
| Employer contribution / active EE | $99,022 | $49,596+99.7% | $41,623+137.9% | $43,771+126.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |