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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 | Bank Trustee | $30,484 |
Filed as: BANK OF AMERICA CORPORATION Service code 28 · EIN 56-0906609 | Investment Management | $23,870 |
CHICAGO EQUITY PARTNERS5+ years Filed as: CHICAGO EQUITY PARTNER LLC Service code 28 · EIN 36-4338679 | Investment Management | $7,541 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 20.49% | 12.96%+7.5pp | 20.73%-0.2pp | 16.32%+4.2pp |
| Employer contribution / active EE | $0 | $12,913-100.0% | $36,503-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |