Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $84,344 |
ELLWOOD ASSOCIATES3+ years Service code 28 · EIN 36-3121777 | Investment Management | $20,223 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $20,009 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $12,728 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,250 |
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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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 15.74% | 9.55%+6.2pp | 10.16%+5.6pp | 10.41%+5.3pp |
| Employer contribution / active EE | $5,204 | $14,371-63.8% | $33,192-84.3% | $14,691-64.6% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |