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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,616 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $24,969 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 11 · EIN 82-1667008 | Actuarial | $13,506 |
Service code 10 · EIN 25-1690617 | Accounting | $6,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.5%-44.5pp |
| Annual return | -16.92% | 12.39%-29.3pp | 10.22%-27.1pp | -14.65%-2.3pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,198-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |