Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $197,230 |
EPSTEIN BECKER & GREEN PC5 years Service code 29 · EIN 13-3031033 | Legal | $47,848 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $18,594 |
Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $16,569 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $6,090 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -17.99% | -11.09%-6.9pp | -38.86%+20.9pp | -5.25%-12.7pp |
| Employer contribution / active EE | $40,748 | $16,800+142.6% | $37,752+7.9% | $15,161+168.8% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |