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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 11 · EIN 27-2037969 | Actuarial | $20,895 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 27 · EIN 94-1347393 | Advisory (Plan) | $14,984 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,700 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -0.23% | -1.73%+1.5pp | -3.43%+3.2pp | -7.14%+6.9pp |
| Employer contribution / active EE | $5,262 | $18,310-71.3% | $25,607-79.5% | $14,613-64.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |