Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454413 | Actuarial | $79,668 |
Filed as: EPSTEIN BECKER & GREEN, P.C. Service code 29 · EIN 36-3031033 | Legal | $20,414 |
ELLWOOD ASSOCIATES2+ years Service code 28 · EIN 36-3121777 | Investment Management | $19,867 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $19,277 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $15,165 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $12,100 |
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Employer contribution per participant 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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 6.98% | 45.66%-38.7pp | 5.00%+2.0pp | 11.88%-4.9pp |
| Employer contribution / active EE | $879 | $9,637-90.9% | $35,918-97.6% | $14,612-94.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |