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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $251,615 |
OCTOBER THREE CONSULTING LLC8+ years Service code 11 · EIN 27-1175487 | Actuarial | $167,480 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK NA Service code 27 · EIN 41-6257133 | Advisory (Plan) | $59,134 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -11.11% | -13.41%+2.3pp | 10.22%-21.3pp | 2.78%-13.9pp |
| Employer contribution / active EE | $112,427 | $53,848+108.8% | $51,212+119.5% | $15,276+636.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |