Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $125,710 |
MERCER7+ years Service code 11 · EIN 30-0282430 | Actuarial | $71,291 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK NA Service code 26 · EIN 94-1347393 | Advisory (Participants) | $40,148 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 6.79% | 8.91%-2.1pp | 7.32%-0.5pp | 11.84%-5.0pp |
| Employer contribution / active EE | $3,544 | $8,713-59.3% | $23,426-84.9% | $17,339-79.6% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |